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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 American Centurion Financial LLC (swap one in):+ Retirement Lifestyles Advisory Group $68.3M · Redding, CA+ Summitview Advisors $68.3M+ Cultivate Financial Group LLC $61.7M · Los Gatos, CA+ Nextgen Wealth $61.7M
New York, NY
Williamsville, NY
Assets under management$65M$68.4M$68.3M
Asset growth, last 2 years–+50%–
Advisory staff121
Individual clients4110926
Assets per client$1.6M$627K$2.6M
Clients per advisor415526
Main custodian–Schwab–
Filing with the SEC since2012 or earlier20202026
Tools in their stack–1–
People on Advicer.bio13–

From each firm's latest Form ADV (Dec 2023, Jan 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.

ToolAmerican Centurion Financial LLCShield Wealth AdvisorsHfir LLC
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: American Centurion Financial LLC: none listed · Shield Wealth Advisors: Schwab · Hfir LLC: none listed