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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 Malatai Capital LLC (swap one in):+ Retirement Lifestyles Advisory Group $68.3M · Redding, CA+ Summitview Advisors $68.3M+ Cultivate Financial Group LLC $61.7M · Los Gatos, CA+ Nextgen Wealth $61.7M
New York, NY
Williamsville, NY
Assets under management$65M$68.4M$68.3M
Asset growth, last 2 years+117%+50%–
Advisory staff321
Individual clients3810926
Assets per client$1.7M$627K$2.6M
Clients per advisor135526
Main custodianInteractive BrokersSchwab–
Filing with the SEC since202120202026
Tools in their stack21–
People on Advicer.bio33–

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

ToolMalatai Capital LLCShield Wealth AdvisorsHfir LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Interactive BrokersUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Malatai Capital LLC: Interactive Brokers · Shield Wealth Advisors: Schwab · Hfir LLC: none listed