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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 Cnd Financial (swap one in):+ Img Wealth Management, Inc. $209.7M · Jacksonville, FL+ Shellman Investment Management, LLC $209.6M · Coral Gables, FL+ Solutions 4 Wealth $189.4M · Southlake, TX+ Krs Capital Management, LLC $188.9M · Bloomfield Hills, MI
Livonia, MI
Seattle, WA
Flagstaff, AZ
Assets under management$199.4M$209.5M$209.4M
Asset growth, last 2 years+57%+14%+80%
Advisory staff323
Individual clients18844347
Assets per client$1.1M$4.8M$604K
Clients per advisor6322116
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack–––
People on Advicer.bio323

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Cnd Financial: Schwab · Runde & Co. LLC: Schwab, BNY · Babb Wealth Advisors LLC: Schwab