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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):+ Zuckerman Investment Group $2.17B · Chicago, IL+ Capitol Securities Management, Inc. $2.16B · Glen Allen, VA+ Bulltick Wealth Management, LLC $1.95B · Miami, FL+ Financial Security Advisory Inc $1.95B · Virginia Beach, VA
Columbia, SC
Cincinnati, OH
Assets under management$2.05B$2.16B$2.15B
Asset growth, last 2 years+22%+28%+49%
Advisory staff24531
Individual clients1,2423073,672
Assets per client$1.7M$7M$586K
Clients per advisor5261118
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack213
People on Advicer.bio231532

From each firm's latest Form ADV (Feb 2026, Apr 2026, Jul 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.Octavia Wealth Advisors LLC
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFile–Uses it–
Financial Planning
Envestnet MoneyGuideUses it––
Portfolio Management
Envestnet––Uses it

Custodians on Form ADV: Natural Investments: Schwab · Abacus Planning Group, Inc.: Schwab · Octavia Wealth Advisors LLC: Schwab