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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 Lati Capital (swap one in):+ Graybridge Capital $700K+ Parity Investment Management, LLC $700K+ Kodiak Investment Management LLC $628K · Aitkin, MN+ Acumen Associates LLC $627K
Princeton, WV
Assets under management$663K$700K$700K
Asset growth, last 2 years–––
Advisory staff112
Individual clients3510
Assets per client$221K$140K$70K
Clients per advisor355
Main custodian–––
Filing with the SEC since202320262023
Tools in their stack11–
People on Advicer.bio112

From each firm's latest Form ADV (Aug 2026, Jan 2026, Sep 2023). 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.

ToolLati CapitalGray Colt Financial Planning LLC4 Seasons Advisors
Account Aggregation
PlaidUses it––
Website Builders
Wix–Uses it–