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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+ Oaktrust Wealth Advisors, LLC $285M
Seattle, WA
Bellevue, WA
Kirkland, WA
Assets under management$300.2M$316.2M$283.7M
Asset growth, last 2 years+91%+143%+28%
Advisory staff512
Individual clients13068150
Assets per client$2.3M$4.7M$1.9M
Clients per advisor266875
Main custodian–SchwabSchwab
Filing with the SEC since202320212019
Tools in their stack3–4
People on Advicer.bio612

From each firm's latest Form ADV (Sep 2026, Mar 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 ManagementWealthcollabKaizen Financial Advisors, LLC
CRM
Envestnet Tamarac––Uses it
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Cloud Capital Management: none listed · Wealthcollab: Schwab · Kaizen Financial Advisors, LLC: Schwab