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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 Craft Wealth Management LLC (swap one in):+ Indigo Asset Management, Inc. $11.2M+ Beingfit Financial $11.2M+ Madison Money Management, Inc. $10.1M+ Life Story Financial $10.1M
Garden City, NY
New York, NY
Assets under management$10.7M$11.4M$11.2M
Asset growth, last 2 years+16%––
Advisory staff311
Individual clients63622
Assets per client$170K$1.9M$511K
Clients per advisor21622
Main custodianRBC––
Filing with the SEC since201520262026
Tools in their stack––3
People on Advicer.bio42–

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

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.

ToolCraft Wealth Management LLCProsus Wealth ManagementElbrus Partners, LLC
Custodial Platform
Interactive Brokers––Uses it
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it

Custodians on Form ADV: Craft Wealth Management LLC: RBC · Prosus Wealth Management: none listed · Elbrus Partners, LLC: none listed