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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 Centerfin Capital (swap one in):+ Accel Advisors, Inc. $5.8M+ Boise River Financial Planning $5.8M+ Juniper Capital Management LLC $5.2M+ Rl Wright & Associates, LLC $5.2M · Savannah, GA
New York, NY
Lockport, NY
El Paso, TX
Assets under management$5.5M$5.8M$5.2M
Asset growth, last 2 years+35%−78%–
Advisory staff111
Individual clients214542
Assets per client$261K$129K$124K
Clients per advisor214542
Main custodianFolio––
Filing with the SEC since20202012 or earlier2024
Tools in their stack1––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Sep 2026, Apr 2024). 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.

ToolCenterfin CapitalSauberan & Company, LLCRockbound Wealth Management
Website Builders
WebflowUses it––

Custodians on Form ADV: Centerfin Capital: Folio · Sauberan & Company, LLC: none listed · Rockbound Wealth Management: none listed