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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):+ Cv Securities Analysis, LLC $537K+ Corollary Capital LLC $534K+ Xwealth $480K · Newport Beach, CA+ Coffman Wealth Advisors, LLC $477K · Poplar Bluff, MO
Oakville, Ontario
Assets under management$507K$536K$478K
Asset growth, last 2 years–+666%–
Advisory staff151
Individual clients–09
Assets per client––$53K
Clients per advisor––9
Main custodian–Interactive Brokers–
Filing with the SEC since202620212026
Tools in their stack––4
People on Advicer.bio1–1

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

ToolBlackbird Financial PlanningNpw Inc.Trammell Wealth
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Blackbird Financial Planning: none listed · Npw Inc.: Interactive Brokers · Trammell Wealth: none listed