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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 Cloud Capital Management (swap one in):+ Walker Asset Management, LLC $315.3M+ Aurelius Family Office, LLC $315.3M · Bedford, NH+ Ayrshire Capital Management LLC $285.1M · Westport, CT+ Kaizen Financial Advisors, LLC $283.7M · Kirkland, WA
Seattle, WA
Bellevue, WA
Aliso Viejo, CA
Assets under management$300.2M$316.2M$315.4M
Asset growth, last 2 years+91%+143%+82%
Advisory staff5131
Individual clients13068482
Assets per client$2.3M$4.7M$654K
Clients per advisor266816
Main custodian–SchwabFidelity
Filing with the SEC since202320212023
Tools in their stack3–1
People on Advicer.bio6132

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

ToolCloud Capital ManagementWealthcollabAccelerate Retirement
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Cloud Capital Management: none listed · Wealthcollab: Schwab · Accelerate Retirement: Fidelity, Schwab