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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 Graybridge Capital (swap one in):+ Wealth Partners, Inc. $738K+ Pillar Financial Planning $736K+ Behavior Shift $664K+ Lati Capital $663K
Fremont, CA
Assets under management$700K$737K$737K
Asset growth, last 2 years−13%––
Advisory staff111
Individual clients142–
Assets per client$50K$368K–
Clients per advisor142–
Main custodianTradestation Securities, Inc.––
Filing with the SEC since202220262026
Tools in their stack22–
People on Advicer.bio111

From each firm's latest Form ADV (Feb 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.

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.

ToolGraybridge CapitalPropulsion Capital Management LLCAjay Agrawal
Website Builders
WebflowUses it––
Wix–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Graybridge Capital: Tradestation Securities, Inc., Alpaca Securities LLC · Propulsion Capital Management LLC: none listed · Ajay Agrawal: none listed