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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 Inkwell Capital (swap one in):+ Cs Advisors Inc. $118M · Boca Raton, FL+ Texas Financial Advisory $117.9M · San Antonio, TX+ Structured Investment Advisors, LLC $106.6M · Sandusky, OH+ Bergamot Asset Management LP $106.5M · Princeton, NJ
Yorba Linda, CA
Bedminster, NJ
Assets under management$112.2M$118M$106.5M
Asset growth, last 2 years–+637%–
Advisory staff215
Individual clients4922146
Assets per client$2.3M$534K$2.3M
Clients per advisor252219
Main custodianSchwabSchwab–
Filing with the SEC since202420202026
Tools in their stack–31
People on Advicer.bio225

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

ToolInkwell CapitalArk Wealth Advisors, LLCCarapace Financial Advisors LLC
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Inkwell Capital: Schwab · Ark Wealth Advisors, LLC: Schwab · Carapace Financial Advisors LLC: none listed