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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):+ Shellman Investment Management, LLC $209.6M · Coral Gables, FL+ Babb Wealth Advisors LLC $209.4M · Flagstaff, AZ+ Solutions 4 Wealth $189.4M · Southlake, TX+ Krs Capital Management, LLC $188.9M · Bloomfield Hills, MI
Livonia, MI
Seattle, WA
Jacksonville, FL
Assets under management$199.4M$209.5M$209.7M
Asset growth, last 2 years+57%+14%–
Advisory staff327
Individual clients18844710
Assets per client$1.1M$4.8M$295K
Clients per advisor6322101
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack––1
People on Advicer.bio327

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

ToolCnd FinancialRunde & Co. LLCImg Wealth Management, Inc.
CRM
HubSpot––Uses it

Custodians on Form ADV: Cnd Financial: Schwab · Runde & Co. LLC: Schwab, BNY · Img Wealth Management, Inc.: Schwab, The Lincoln National Life Insurance Company