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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):+ 4 Seasons Advisors $700K · Princeton, WV+ Pinder Financial, LLC $700K · Jupiter, FL+ Kodiak Investment Management LLC $628K · Aitkin, MN+ Acumen Associates LLC $627K
Assets under management$663K$700K$700K
Asset growth, last 2 years––−13%
Advisory staff111
Individual clients3514
Assets per client$221K$140K$50K
Clients per advisor3514
Main custodian––Tradestation Securities, Inc.
Filing with the SEC since202320262022
Tools in their stack112
People on Advicer.bio111

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

ToolLati CapitalGray Colt Financial Planning LLCGraybridge Capital
Website Builders
Webflow––Uses it
Wix–Uses it–
Account Aggregation
PlaidUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Lati Capital: none listed · Gray Colt Financial Planning LLC: none listed · Graybridge Capital: Tradestation Securities, Inc., Alpaca Securities LLC