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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 Cocreate Financial (swap one in):+ Catton Capital Partners, LLC $39.6M · San Francisco, CA+ Mazuelos & Company Wealth Management $39.6M+ Denali Financial Group, LLC $35.8M · Topeka, KS+ Princeton Center Planning and Investments, LLC $35.8M · Brunswick, OH
Bozeman, MT
Bellevue, WA
Assets under management$37.7M$39.6M$35.8M
Asset growth, last 2 years––−91%
Advisory staff313
Individual clients11213562
Assets per client$336K$293K$577K
Clients per advisor3713521
Main custodian––LPL Financial
Filing with the SEC since202620262019
Tools in their stack3––
People on Advicer.bio3–4

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

ToolCocreate FinancialFinancial Decisions (USA) LLCB3 Wealth Strategies
Custodial Platform
Charles SchwabUses it––
Email & Office Suites
Microsoft 365Uses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Cocreate Financial: none listed · Financial Decisions (USA) LLC: none listed · B3 Wealth Strategies: LPL Financial