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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 Zuraw Financial (swap one in):+ Grow With Me $73.6M+ Allos Investment Advisors, LLC $73.6M · Overland Park, KS+ Coastal Way Financial Group, LLC $66.2M · West Palm Beach, FL+ Isgam US LLC $66.2M · West Palm Beach, FL
Delray Beach, FL
Ponte Vedra Beach, FL
Mckinney, TX
Assets under management$70.1M$73.9M$73.6M
Asset growth, last 2 years–––
Advisory staff213
Individual clients512591
Assets per client$1.4M$3M$809K
Clients per advisor262530
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack–34
People on Advicer.bio213

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

ToolZuraw FinancialOceanus Capital Partners, LLCAlign Financial Advisors, LLC
Client Data Gathering
Jotform–Uses it–
Client Texting
CurrentClient––Uses it
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Performance Reporting
Addepar–Uses it–
Portfolio Management
Blueleaf––Uses it