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.

Pashman Financial LLC
Propulsion Capital Management LLC
Lati Capital

Similar in size to Pashman Financial LLC (swap one in):+ Ajay Agrawal $737K · Fremont, CA + Pillar Financial Planning $736K + Behavior Shift $664K + Tax Pro Advisor $662K

	Pashman Financial LLC	Propulsion Capital Management LLC	Lati Capital
Assets under management	$700K	$737K	$663K
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	1
Individual clients	10	2	3
Assets per client	$70K	$368K	$221K
Clients per advisor	10	2	3
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2023
Tools in their stack	5	2	1
People on Advicer.bio	1	1	1

From each firm's latest Form ADV (Jul 2026, Feb 2026, Aug 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.