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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 Kodiak Investment Management LLC (swap one in):+ Behavior Shift $664K+ Tax Pro Advisor $662K+ Hoffman Capital Management, LLC $597K+ Jd Haggar Financial $595K
Aitkin, MN
Milwaukee, WI
Assets under management$628K$663K$596K
Asset growth, last 2 years–––
Advisory staff111
Individual clients163–
Assets per client$39K$221K–
Clients per advisor163–
Main custodian–––
Filing with the SEC since202620232026
Tools in their stack–1–
People on Advicer.bio111

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

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.

ToolKodiak Investment Management LLCLati CapitalAurea Investments LLC
Account Aggregation
Plaid–Uses it–