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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):+ Team Elevated Asset Management $33.9M · Thousand Oaks, CA+ Black Creek Wealth Management, LLC $33.9M+ Prudent Money Financial Services $30.6M · Addison, TX+ Cecil Wealth $30.6M
Scottsdale, AZ
Los Angeles, CA
Assets under management$32.2M$33.9M$33.9M
Asset growth, last 2 years–––
Advisory staff211
Individual clients785223
Assets per client$413K$652K$1.5M
Clients per advisor395223
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack114
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 FinancialGood Balance Fp LLC
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Envestnet––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
SquarespaceUses it–Uses it