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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
Bethany, OK
Assets under management$213.2M$223.9M$202.4M
Asset growth, last 2 years+76%+99%–
Advisory staff424
Individual clients298951,422
Assets per client$715K$2.4M$142K
Clients per advisor7548356
Main custodianSchwabSchwab–
Filing with the SEC since202120222012 or earlier
Tools in their stack21–
People on Advicer.bio424

From each firm's latest Form ADV (Feb 2026, Jul 2026, Jun 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 ManagementMcguire Capital Advisors, Inc.
Financial Planning
eMoneyUses it––
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Ao Wealth Advisory: Schwab · Kokua Capital Management: Schwab · Mcguire Capital Advisors, Inc.: none listed