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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 Northbound Wealth (swap one in):+ Madden Creek Advisors $45.8M · San Rafael, CA+ Insights Investments $45.8M · Palo Alto, CA+ Coherent Financial Advisers, LLC $41.3M+ Capital Strategies, Inc. $41.1M · Indianapolis, IN
Indianapolis, IN
Baton Rouge, LA
Assets under management$43.5M$45.7M$45.7M
Asset growth, last 2 years–+222%–
Advisory staff111
Individual clients862177
Assets per client$506K$2.2M$594K
Clients per advisor862177
Main custodian–––
Filing with the SEC since202620172026
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Jan 2026, Sep 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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.