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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 Ben-David Financial Planning (swap one in):+ Long Bridge Capital Management $53.8M+ Thetford Investment Management, Inc. $53.8M+ Key Wealth Management, Inc. $48.6M · Wexford, PA+ Cds James Investments, LLC $48.6M · New Orleans, LA
Fort Worth, TX
Assets under management$51.2M$53.8M$53.8M
Asset growth, last 2 years–+53%–
Advisory staff111
Individual clients2016089
Assets per client$2.6M$336K$604K
Clients per advisor2016089
Main custodian–Altruist–
Filing with the SEC since202620212026
Tools in their stack152
People on Advicer.bio–11

From each firm's latest Form ADV (Mar 2026, Aug 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.

ToolBen-David Financial PlanningIntrepid Wealth Partners, LLCCf Financial
Client Data Gathering
Asset-Map–Uses it–
CRM
HubSpot––Uses it
Custodial Platform
Altruist–Uses it–
Financial Planning
Hazel–Uses it–
Planning Light
Advyzon––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Website Builders
WixUses itUses it–

Custodians on Form ADV: Ben-David Financial Planning: none listed · Intrepid Wealth Partners, LLC: Altruist · Cf Financial: none listed