Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Multigenerational.black Inc. (swap one in):+ Ctf Financial Services, Inc. $373K · Ocala, FL+ Salinas Asset Management, LLC $367K · Texas City, TX+ Yarborough Asset Management Strategies $330K+ Zou Capital Management LLC $330K
Houston, TX
Assets under management$349K$371K$330K
Asset growth, last 2 years+709%––
Advisory staff111
Individual clients462
Assets per client$87K$62K$165K
Clients per advisor462
Main custodianAltruist––
Filing with the SEC since202220262025
Tools in their stack1–1
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, May 2026, Oct 2025). 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.

ToolMultigenerational.black Inc.Nvest Wise, LLCRichards Financial Planning, LLC
Schedule Apps
YouCanBookMe––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Multigenerational.black Inc.: Altruist · Nvest Wise, LLC: none listed · Richards Financial Planning, LLC: none listed