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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 Ao Wealth Advisory (swap one in):+ Weis Advisory $225.6M · Clive, IA+ Wealth Teams Alliance $223.9M · Irvine, CA+ Keenan Financial $202.5M · Boston, MA+ Hansen & Associates Financial Group Inc. $202.4M · Roseville, CA
Urbandale, IA
Los Angeles, CA
Assets under management$213.2M$223.9M$224M
Asset growth, last 2 years+76%+99%+20%
Advisory staff422
Individual clients29895170
Assets per client$715K$2.4M$1.3M
Clients per advisor754885
Main custodianSchwabSchwabRaymond James
Filing with the SEC since202120222018
Tools in their stack211
People on Advicer.bio422

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

ToolAo Wealth AdvisoryKokua Capital ManagementMainstream Capital Management
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Ao Wealth Advisory: Schwab · Kokua Capital Management: Schwab · Mainstream Capital Management: Raymond James, Schwab