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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 Blackbird Financial Planning (swap one in):+ Select Investment Services $539K · Santa Barbara, CA+ Corollary Capital LLC $534K+ Xwealth $480K · Newport Beach, CA+ Trammell Wealth $478K
Oakville, Ontario
Assets under management$507K$536K$537K
Asset growth, last 2 years–+666%–
Advisory staff151
Individual clients–05
Assets per client––$107K
Clients per advisor––5
Main custodian–Interactive Brokers–
Filing with the SEC since202620212026
Tools in their stack–––
People on Advicer.bio1––

From each firm's latest Form ADV (Sep 2026, 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Blackbird Financial Planning: none listed · Npw Inc.: Interactive Brokers · Cv Securities Analysis, LLC: none listed