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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 Carson Capital (swap one in):+ Landfall Financial Advisors, Inc. $19.6M+ Carrington Financial Planning, LLC $19.6M+ Five Keys Private Advisors LLC $17.7M · Dallas, TX+ Financial Staples $17.7M
San Francisco, CA
Assets under management$18.7M$19.6M$17.7M
Asset growth, last 2 years––+374%
Advisory staff111
Individual clients383671,486
Assets per client$492K$545K$248.16652211621857
Clients per advisor383671,486
Main custodian–––
Filing with the SEC since202620262021
Tools in their stack321
People on Advicer.bio11–

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

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.

ToolCarson CapitalBenzina Wealth, LLCBloom Investment Advisors, LLC
Website Builders
Squarespace–Uses it–
Webflow––Uses it
WixUses it––
Advice Engagement
fpPathfinderUses it––
CRM
Slant (Slant CRM)Uses it––
Video Meetings & Messaging
Zoom–Uses it–