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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 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+ Richards Financial Planning, LLC $330K · Houston, TX
Assets under management$349K$371K$330K
Asset growth, last 2 years+709%––
Advisory staff111
Individual clients467
Assets per client$87K$62K$47K
Clients per advisor467
Main custodianAltruist––
Filing with the SEC since202220262023
Tools in their stack1––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, May 2026, Feb 2023). 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, LLCZou Capital Management LLC
Website Builders
WixUses it––

Custodians on Form ADV: Multigenerational.black Inc.: Altruist · Nvest Wise, LLC: none listed · Zou Capital Management LLC: none listed