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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 Cf Advisors LLC (swap one in):+ Yoakum Wealth Management $89.1M+ Kaplan Wealth Management, Inc. $89M · Reston, VA+ Prophet Wealth Management $80.4M · Kenosha, WI+ Castellano Wealth Planning $80.4M
Salina, KS
Albuquerque, NM
Syracuse, NY
Assets under management$84.7M$89M$80.5M
Asset growth, last 2 years––−13%
Advisory staff223
Individual clients13275142
Assets per client$642K$1.2M$567K
Clients per advisor663847
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack––1
People on Advicer.bio324

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

ToolCf Advisors LLCHurst Capital ManagementNottingham Wealth Partners, Inc.
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Cf Advisors LLC: none listed · Hurst Capital Management: none listed · Nottingham Wealth Partners, Inc.: Schwab, AssetMark