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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 Natural Investments (swap one in):+ Capitol Securities Management, Inc. $2.16B · Glen Allen, VA+ Octavia Wealth Advisors LLC $2.15B · Cincinnati, OH+ Financial Security Advisory Inc $1.95B · Virginia Beach, VA+ Scs $1.94B · Bellevue, WA
Columbia, SC
Miami, FL
Assets under management$2.05B$2.16B$1.95B
Asset growth, last 2 years+22%+28%−25%
Advisory staff24521
Individual clients1,242307280
Assets per client$1.7M$7M$7M
Clients per advisor526113
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio231524

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

ToolNatural InvestmentsAbacus Planning Group, Inc.Bulltick Wealth Management, LLC
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
Envestnet MoneyGuideUses it––

Custodians on Form ADV: Natural Investments: Schwab · Abacus Planning Group, Inc.: Schwab · Bulltick Wealth Management, LLC: Pershing, J.P. Morgan, Santander Securities LLC