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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 Childfree Wealth (swap one in):+ Cayden Wealth Management $21.8M · Broomfield, CO+ Washington Peak Investment Advisors LLC $21.8M · Waterville Valley, NH+ Gds Investments, LLC $19.7M+ Quillpen Advisors, LLC $19.7M
Assets under management$20.7M$21.8M$21.8M
Asset growth, last 2 years–––
Advisory staff411
Individual clients10229
Assets per client$2.1M$990K$2.4M
Clients per advisor3229
Main custodian–––
Filing with the SEC since202220262022
Tools in their stack1––
People on Advicer.bio4–1

From each firm's latest Form ADV (Jan 2026, Mar 2026, Mar 2022). 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.

Advisory staff

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.

ToolChildfree WealthMertz CapitalCornell Capital Management
Schedule Apps
CalendlyUses it––