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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 Coffeehouse Capital (swap one in):+ Atlas Capital Management $11.4M · Thousand Oaks, CA+ Avk Partners $11.3M+ Financial Facilitators, Inc. $10.2M · Eugene, OR+ Safe Future Wealth Partners LLC $10.2M · Novi, MI
Fresno, CA
Irvine, CA
Calgary, Alberta
Assets under management$10.7M$11.4M$11.3M
Asset growth, last 2 years––+60%
Advisory staff112
Individual clients105533
Assets per client$1.1M$208K$341K
Clients per advisor105517
Main custodian––RBC
Filing with the SEC since202620262019
Tools in their stack51–
People on Advicer.bio122

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

ToolCoffeehouse CapitalLbg AdvisorNorthfront Financial USA Inc
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Cash Management/Budgeting
FlourishUses it––
Financial Planning
eMoneyUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Coffeehouse Capital: none listed · Lbg Advisor: none listed · Northfront Financial USA Inc: RBC