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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+ Ajay Agrawal $737K · Fremont, CA+ Behavior Shift $664K+ Lati Capital $663K
Assets under management$700K$737K$736K
Asset growth, last 2 years−13%––
Advisory staff111
Individual clients14214
Assets per client$50K$368K$53K
Clients per advisor14214
Main custodianTradestation Securities, Inc.––
Filing with the SEC since202220262026
Tools in their stack224
People on Advicer.bio111

From each firm's latest Form ADV (Feb 2026, Jun 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 LLCPillar Financial Planning
Website Builders
Squarespace––Uses it
WebflowUses it––
Wix–Uses it–
Advisor Lead Gen
Fee-Only Network––Uses it
Financial Planning
RightCapital (Right Capital)–Uses itUses 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 · Pillar Financial Planning: none listed