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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 Century Business & Financial Services (swap one in):+ Bfa Wealth Management $14.9M+ Global Special Situations Research Co. Inc. $14.9M · New York, NY+ Shareks Stock Portfolios $13.4M+ Weisberg Capital Management $13.4M
Longboat Key, FL
Coral Gables, FL
Montreal, Quebec
Assets under management$14.2M$14.9M$14.9M
Asset growth, last 2 years––+131%
Advisory staff223
Individual clients637610,048
Assets per client$225K$197K$1K
Clients per advisor32383,349
Main custodian––Dtcc
Filing with the SEC since202620262018
Tools in their stack–2–
People on Advicer.bio22–

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

ToolCentury Business & Financial ServicesFendz Asset Management, Inc.Beanstox
Performance Reporting
Addepar–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Century Business & Financial Services: none listed · Fendz Asset Management, Inc.: none listed · Beanstox: Dtcc