Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Pashman Financial LLC $700K+ Parity Investment Management, LLC $700K+ Kodiak Investment Management LLC $628K · Aitkin, MN+ Mindful Millions Management PLLC $626K
Assets under management$663K$700K$627K
Asset growth, last 2 years–––
Advisory staff111
Individual clients359
Assets per client$221K$140K$70K
Clients per advisor359
Main custodian–––
Filing with the SEC since202320262026
Tools in their stack111
People on Advicer.bio111

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

ToolLati CapitalGray Colt Financial Planning LLCAcumen Associates LLC
Website Builders
Webflow––Uses it
Wix–Uses it–
Account Aggregation
PlaidUses it––