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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+ Align Financial Advisors, LLC $73.6M · Mckinney, TX+ 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
Overland Park, KS
Assets under management$70.1M$73.9M$73.6M
Asset growth, last 2 years––+44%
Advisory staff219
Individual clients5125382
Assets per client$1.4M$3M$193K
Clients per advisor262542
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack–3–
People on Advicer.bio219

From each firm's latest Form ADV (Mar 2026, May 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, LLCAllos Investment Advisors, LLC
Client Data Gathering
Jotform–Uses it–
CRM
HubSpot–Uses it–
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Zuraw Financial: none listed · Oceanus Capital Partners, LLC: none listed · Allos Investment Advisors, LLC: Schwab