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RIAs

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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 Strategic International (swap one in):+ Redspire Wealth Management, LLC $189K+ Infinitespring $187K+ 5thn Financial LLC $167K+ Critical Mass Financial, LLC $167K
Little Elm, TX
Durham, NC
Assets under management$177K$188K$190K
Asset growth, last 2 years−98%––
Advisory staff111
Individual clients2312
Assets per client$88K$63K$16K
Clients per advisor2312
Main custodianInteractive Brokers––
Filing with the SEC since201720262026
Tools in their stack11–
People on Advicer.bio111

From each firm's latest Form ADV (Mar 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

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.

ToolStrategic InternationalPrudent ProsperityCapital Solutions Advisors, LLC
Custodial Platform
Interactive BrokersUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Strategic International: Interactive Brokers · Prudent Prosperity: none listed · Capital Solutions Advisors, LLC: none listed