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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+ Pashman Financial LLC $700K+ Kodiak Investment Management LLC $628K · Aitkin, MN+ Acumen Associates LLC $627K
Oakland, CA
Assets under management$663K$700K$700K
Asset growth, last 2 years–––
Advisory staff111
Individual clients3521
Assets per client$221K$140K$33K
Clients per advisor3521
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, Jul 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 LLCHoodoo
Account Aggregation
PlaidUses it––
Financial Planning
eMoney––Uses it
Website Builders
Wix–Uses it–