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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 Toups Capital Advisors LLC (swap one in):+ Graylark Financial, LLC $47.7M+ Cookson Financial, LLC $47.7M · Excelsior, MN+ Investor Resources Inc $43.1M · Bothell, WA+ Burton Wealth Management $43.1M · Scottsdale, AZ
Fairfield, CT
Assets under management$45.4M$47.7M$47.7M
Asset growth, last 2 years–+51%–
Advisory staff131
Individual clients185472
Assets per client$2.5M$883K$663K
Clients per advisor181872
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack––1
People on Advicer.bio131

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

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.

ToolToups Capital Advisors LLCCompassRs Wealth Management, Inc.
Custodial Platform
Altruist––Uses it