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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to West Paces Advisors, Inc. (swap one in):+ Amb Wealth, LLC $1.07B · Thomasville, GA+ Gibbs Wealth Management, LLC $1.06B · Alpharetta, GA+ Builder Investment Group $952.5M · Atlanta, GA+ American Financial Advisors, LLC. $950.2M · Marietta, GA
Atlanta, GA
Athens, GA
Assets under management$1.01B$1.07B$1.06B
Asset growth, last 2 years+49%+57%+40%
Advisory staff5269
Individual clients251682622
Assets per client$4M$1.6M$1.7M
Clients per advisor502669
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520172012 or earlier
Tools in their stack144
People on Advicer.bio4217

From each firm's latest Form ADV (Jan 2026, Aug 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolWest Paces Advisors, Inc.Elwood & GoetzWorthpointe
CRM
HubSpot––Uses it
SS&C Black DiamondUses it––
Schedule Apps
Acuity Scheduling––Uses it
Calendly–Uses it–
Advisor Lead Gen
SmartAsset––Uses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: West Paces Advisors, Inc.: Schwab · Elwood & Goetz: Schwab · Worthpointe: Schwab