Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Ajay Agrawal $737K · Fremont, CA+ Pillar Financial Planning $736K+ Lati Capital $663K+ Tax Pro Advisor $662K
Assets under management$700K$737K$664K
Asset growth, last 2 years−13%––
Advisory staff111
Individual clients1422
Assets per client$50K$368K$332K
Clients per advisor1422
Main custodianTradestation Securities, Inc.––
Filing with the SEC since202220262026
Tools in their stack222
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 LLCBehavior Shift
Website Builders
Squarespace––Uses it
WebflowUses it––
Wix–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
CalendlyUses it–Uses it

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