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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 Cannoles Asset Management, Inc. (swap one in):+ Tiger Mountain Capital $6M+ Zak Advisory, LLC $6M · Rocky River, OH+ True North Financial Planning, LLC $5.5M · South Burlington, VT+ Wieder Financial Corp. $5.5M · Yonkers, NY
Dwg, TX
Assets under management$5.8M$6M$6M
Asset growth, last 2 years–+117%–
Advisory staff211
Individual clients1412025
Assets per client$411K$50K$242K
Clients per advisor712025
Main custodian–Capital Bank and Trust Company–
Filing with the SEC since202620172026
Tools in their stack–31
People on Advicer.bio211

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

ToolCannoles Asset Management, Inc.Tigris Consulting LLCSwales Financial LLC
Website Builders
Squarespace––Uses it
Webflow–Uses it–
Custodial Platform
Interactive Brokers–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Cannoles Asset Management, Inc.: none listed · Tigris Consulting LLC: Capital Bank and Trust Company, Interactive Brokers · Swales Financial LLC: none listed