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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 Clearmind Capital (swap one in):+ Mehta Services Company $14.6M+ Upbeat Wealth $14.6M · New Orleans, LA+ The Foundation Wealth Management, LLC $13.2M+ Winding Trail Financial Planning, LLC $13.2M
Steamboat Springs, CO
Assets under management$13.9M$14.6M$13.2M
Asset growth, last 2 years––−90%
Advisory staff411
Individual clients25170
Assets per client$556K$860K–
Clients per advisor617–
Main custodian––Schwab
Filing with the SEC since202620262024
Tools in their stack4––
People on Advicer.bio411

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

ToolClearmind CapitalZenith InvestmentsJrb Capital Management
Advisor Lead Gen
Fee-Only NetworkUses it––
WarmerUses it––
Custodial Platform
AltruistUses it––
Video Meetings & Messaging
ZoomUses it––

Custodians on Form ADV: Clearmind Capital: none listed · Zenith Investments: none listed · Jrb Capital Management: Schwab