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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 Cothran Capital, LLC (swap one in):+ Charles Street Asset Management, Inc. $37.9M+ Clearview Financial Planning, Inc. $37.9M · Southold, NY+ Park Wealth Management, LLC $34.2M · Greensboro, NC+ 5 Stone Financial Group, LLC $34.2M
Memphis, TN
Pittsboro, NC
Assets under management$36.1M$37.9M$34.2M
Asset growth, last 2 years–––
Advisory staff213
Individual clients14522105
Assets per client$249K$1.7M$326K
Clients per advisor732235
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack1–12
People on Advicer.bio213

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

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.

ToolCothran Capital, LLCFocus Advisory, LLCMillennium Planning Group, LLC
Schedule Apps
Calendly––Uses it
YouCanBookMeUses it––
Advice Engagement
fpPathfinder––Uses it
AI Platforms
Google Gemini––Uses it
Client Texting
CurrentClient––Uses it
Communications Archiving/Monitoring
Comply––Uses it
CRM
Slant (Slant CRM)––Uses it
Custodial Platform
SEI––Uses it
Digital Marketing
Snappy Kraken––Uses it
Email & Office Suites
Google Workspace––Uses it
Estate Planning
EncorEstate Plans––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Video Meetings & Messaging
Zoom––Uses it