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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 Cultivating Wealth (swap one in):+ Haverdink Financial Management, LLC $220.4M · Portage, MI+ Lovett Investment Consulting LLC $220.3M+ Aio Financial, LLC $199.2M · Tucson, AZ+ Rik Saylor Financial, Inc. $199.2M · Fairfield, OH
Prospect, KY
Acton, MA
Assets under management$209.8M$220.4M$199.2M
Asset growth, last 2 years+60%+28%+30%
Advisory staff532
Individual clients17513753
Assets per client$1.2M$1.6M$3.8M
Clients per advisor354627
Main custodianSchwabSchwabFidelity
Filing with the SEC since201620202012 or earlier
Tools in their stack7––
People on Advicer.bio432

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

ToolCultivating WealthBlvd Private Wealth, LLCSechrest Financial Services
Advisory Fee Billing
AdvicePayUses it––
CRM
WealthboxUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
TAMP
GeoWealthUses it––
Tax Planning
HolistiplanUses it––
Workflow Support
HublyUses it––

Custodians on Form ADV: Cultivating Wealth: Schwab · Blvd Private Wealth, LLC: Schwab · Sechrest Financial Services: Fidelity