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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 Clf Asset Management, Inc. (swap one in):+ Lake Avenue Financial LLC $154.7M · Pasadena, CA+ Butler Financial Services $154.7M · Denver, CO+ Gross Domestic Product, Inc $139.4M+ American Investment Advisors Inc $137.9M · Madison, WI
Madison, WI
Reno, NV
Assets under management$146.9M$154.6M$154.6M
Asset growth, last 2 years––+8%
Advisory staff515
Individual clients38139365
Assets per client$386K$4M$423K
Clients per advisor763973
Main custodian–SchwabAxos Clearing
Filing with the SEC since202420242018
Tools in their stack1–2
People on Advicer.bio515

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

ToolClf Asset Management, Inc.Capital Achievements, LLCElevage Partners, LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Clf Asset Management, Inc.: none listed · Capital Achievements, LLC: Schwab · Elevage Partners, LLC: Axos Clearing