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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 I-Cthru Inc. (swap one in):+ De Mayo Financial $2M+ Flipwithlou&Kip LLC $2M+ Kavout Algo Financial LLC $1.8M · Seattle, WA+ Developing Financial $1.8M
Assets under management$1.9M$2M$2M
Asset growth, last 2 years−31%––
Advisory staff111
Individual clients8312
Assets per client$237K$666K$166K
Clients per advisor8312
Main custodianInteractive Brokers––
Filing with the SEC since201420262026
Tools in their stack–4–
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Aug 2026, Jan 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.

ToolI-Cthru Inc.Axon Capital ManagementTadpole Investments LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: I-Cthru Inc.: Interactive Brokers · Axon Capital Management: none listed · Tadpole Investments LLC: none listed