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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 Slingshot Financial (swap one in):+ Black Sea Investment Group $110K · North Richland Hills, TX+ Triunity Financial Planning, LLC $106K+ Navarro Asset Management, LLC $95K · Schaumburg, IL+ Pape Financial $94K
Fort Lauderdale, FL
Assets under management$100K$109K$94K
Asset growth, last 2 years–––
Advisory staff111
Individual clients011
Assets per client–$109K$94K
Clients per advisor–11
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack11–
People on Advicer.bio111

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

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.

ToolSlingshot FinancialAbundance PathwaysVaquita Sun, Inc.
CRM
HubSpotUses it––
Website Builders
Squarespace–Uses it–