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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 Lions Wealth Management (swap one in):+ Colorado Financial Service Corporation $84.1M · Centennial, CO+ Flagstone Financial Advisors, Inc. $84M+ Prospective Value Partners LLC $76M · Des Moines, IA+ Cuthbert Capital Management LLC $75.9M
St Louis Park, MN
Edina, MN
Assets under management$80M$84.1M$75.9M
Asset growth, last 2 years––+200%
Advisory staff321
Individual clients12051143
Assets per client$667K$1.6M$531K
Clients per advisor4026143
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack42–
People on Advicer.bio321

From each firm's latest Form ADV (Feb 2026, Apr 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

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.

ToolLions Wealth ManagementAkm AdvisoryCapital Investment Management Inc.
Client File Sharing
DropboxUses it––
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Website Builders
Squarespace–Uses it–