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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 Crb Strategic Services LLC (swap one in):+ Blackfield Capital Management LLC $61.5M · Rockville, MD+ Continuum Global Asset Management, LLC $61.5M+ Planwell Financial Guidance, LLC $55.6M · Blooming Prairie, MN+ Federal Hill Capital Management $55.6M · Bardstown, KY
Assets under management$58.5M$61.5M$61.5M
Asset growth, last 2 years––+23%
Advisory staff141
Individual clients571294
Assets per client$1M$477K$15.4M
Clients per advisor57324
Main custodian––Pershing
Filing with the SEC since202620262018
Tools in their stack321
People on Advicer.bio13–

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

ToolCrb Strategic Services LLCDrumond Wealth ManagementGruenstein Investments LLC
Financial Planning
Envestnet MoneyGuide–Uses it–
RightCapital (Right Capital)Uses it––
Client Texting
CurrentClientUses it––
Custodial Platform
Charles Schwab–Uses it–
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Crb Strategic Services LLC: none listed · Drumond Wealth Management: none listed · Gruenstein Investments LLC: Pershing