Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Caf Investments LLC (swap one in):+ Janco Wealth Management $42.5M+ Cjk Capital Management, LLC $42.5M+ Long Point Wealth Management, LLC $38.4M+ Macdonald Wealth Management, LLC $38.4M · Mansfield, MA
Guaynabo, PR
Eden Prairie, MN
Albuquerque, NM
Assets under management$40.5M$42.5M$42.5M
Asset growth, last 2 years––+452%
Advisory staff611
Individual clients39042112
Assets per client$104K$1M$379K
Clients per advisor6542112
Main custodian–––
Filing with the SEC since202620262017
Tools in their stack2–1
People on Advicer.bio611

From each firm's latest Form ADV (Jul 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

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.

ToolCaf Investments LLCTrustmerit CapitalIntentional Finance, LLC
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––