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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 Greatdane Investment LLC (swap one in):+ Black Creek Wealth Management, LLC $33.9M+ Good Balance Fp LLC $33.9M · Los Angeles, CA+ Prudent Money Financial Services $30.6M · Addison, TX+ Three Waters Financial $30.6M
Scottsdale, AZ
Assets under management$32.2M$33.9M$30.6M
Asset growth, last 2 years–––
Advisory staff211
Individual clients785241
Assets per client$413K$652K$746K
Clients per advisor395241
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack111
People on Advicer.bio211

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

ToolGreatdane Investment LLCJanus FinancialCecil Wealth
Digital Marketing
AdvisorStream––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––