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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):+ Hfir LLC $68.3M+ Summitview Advisors $68.3M+ Cultivate Financial Group LLC $61.7M · Los Gatos, CA+ Ridinger Wealth Management, LLC $61.7M · Vancouver, WA
New York, NY
Williamsville, NY
Assets under management$65M$68.4M$61.7M
Asset growth, last 2 years+117%+50%–
Advisory staff321
Individual clients3810961
Assets per client$1.7M$627K$1M
Clients per advisor135561
Main custodianInteractive BrokersSchwab–
Filing with the SEC since202120202026
Tools in their stack213
People on Advicer.bio331

From each firm's latest Form ADV (Mar 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.

ToolMalatai Capital LLCShield Wealth AdvisorsNextgen Wealth
Custodial Platform
Charles Schwab––Uses it
Interactive BrokersUses it––
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
WealthReach––Uses it
Financial Planning
eMoney––Uses it
Website Builders
SquarespaceUses it––

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