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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 Truehaven Capital (swap one in):+ Kadisak Financial Services, Inc. $65.5M · Naperville, IL+ Mangolds Investment Advisors Inc. $65.4M · Lancaster, PA+ Awm Global Advisors $59.2M · San Diego, CA+ Clearview Investments, LLC $59.1M · Jenison, MI
Franklin, TN
Durham, NC
Las Vegas, NV
Assets under management$62.3M$65.5M$65.5M
Asset growth, last 2 years−38%–+19%
Advisory staff211
Individual clients1911478
Assets per client$3.3M$574K$840K
Clients per advisor1011478
Main custodianInteractive Brokers–Schwab
Filing with the SEC since202420262016
Tools in their stack311
People on Advicer.bio211

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

ToolTruehaven CapitalCenter Peak FinancialMonocot Wealth Management, LLC
Custodial Platform
Charles SchwabUses it––
Interactive BrokersUses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses itUses it

Custodians on Form ADV: Truehaven Capital: Interactive Brokers, Schwab · Center Peak Financial: none listed · Monocot Wealth Management, LLC: Schwab