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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+ Mainstream Capital Management $224M · Los Angeles, CA+ Keenan Financial $202.5M · Boston, MA+ Hansen & Associates Financial Group Inc. $202.4M · Roseville, CA
Urbandale, IA
Irvine, CA
Assets under management$213.2M$223.9M$223.9M
Asset growth, last 2 years+76%+99%+12%
Advisory staff4212
Individual clients29895812
Assets per client$715K$2.4M$276K
Clients per advisor754868
Main custodianSchwabSchwabAxos Clearing
Filing with the SEC since202120222021
Tools in their stack211
People on Advicer.bio4212

From each firm's latest Form ADV (Feb 2026, Jul 2026, Sep 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 ManagementWealth Teams Alliance
Financial Planning
eMoneyUses it––
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Ao Wealth Advisory: Schwab · Kokua Capital Management: Schwab · Wealth Teams Alliance: Axos Clearing, Schwab