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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 Zulu Dreams Capital LLC (swap one in):+ Optometry Wealth Advisors LLC $7.9M+ Antonio Stokes Advisors $7.9M · Southfield, MI+ Retirement Capital Management, LLC $7.1M · Murfreesboro, TN+ Golden State Advisors, LLC $7.1M · San Mateo, CA
Lakeville, MN
Honolulu, HI
Assets under management$7.5M$7.9M$7.1M
Asset growth, last 2 years–––
Advisory staff211
Individual clients22448
Assets per client$341K$179K$890K
Clients per advisor11448
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–4–
People on Advicer.bio21–

From each firm's latest Form ADV (Apr 2026, Oct 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

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.

ToolZulu Dreams Capital LLCPairone Private WealthCrl Advisors
CRM
Wealthbox–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Website Builders
Squarespace–Uses it–