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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 Unda Financial and Consulting LLC (swap one in):+ Cornerstone Asset Management, LLC $5.1M+ 1035 Capital Management LLC $5.1M+ Robert W. Colby Asset Management, Inc. $4.6M · New York, NY+ Two Pillars Asset Management $4.6M · Frisco, TX
Palmetto Bay, FL
Miami, FL
Assets under management$4.9M$5.1M$4.5M
Asset growth, last 2 years––−78%
Advisory staff111
Individual clients511511
Assets per client$96K$342K$412K
Clients per advisor511511
Main custodian––Interactive Brokers
Filing with the SEC since202620262018
Tools in their stack–2–
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Apr 2026, Jun 2025). 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.

ToolUnda Financial and Consulting LLCEisrcBelvedere Wealth Advisors LLC
Custodial Platform
Altruist–Uses it–
Interactive Brokers–Uses it–

Custodians on Form ADV: Unda Financial and Consulting LLC: none listed · Eisrc: none listed · Belvedere Wealth Advisors LLC: Interactive Brokers