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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 Castellan Financial Advisors (swap one in):+ Shareks Stock Portfolios $13.4M+ Ford Financial Fitness $13.4M+ Red Granite Wealth Management $12.1M · Manitowoc, WI+ Middle Coast Investing LLC $12.1M
Denver, CO
Assets under management$12.8M$13.4M$13.4M
Asset growth, last 2 years–––
Advisory staff132
Individual clients93672
Assets per client$1.4M$373K$187K
Clients per advisor91236
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack163
People on Advicer.bio132

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

ToolCastellan Financial AdvisorsRegista Financial Strategies, LLCWeisberg Capital Management
Custodial Platform
Charles Schwab–Uses itUses it
Betterment Advisor Solutions–Uses it–
Digital Marketing
Pageport–Uses it–
Snappy KrakenUses it––
Website Builders
Webflow–Uses it–
Wix––Uses it
CRM
Slant (Slant CRM)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly––Uses it