Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Aurdan Capital Management, LLC (swap one in):+ Lansing Street Advisors $555M · Ambler, PA+ Tolsma Investments, LLC $552.7M+ Stokes Capital Advisors, LLC $499.4M · Greenwood, SC+ Presidio Capital Management, LLC $498.9M · San Diego, CA
Wayne, PA
Altoona, PA
Zurich
Assets under management$526.2M$555.6M$498.9M
Asset growth, last 2 years–+35%+33%
Advisory staff663
Individual clients410309124
Assets per client$1.3M$1.8M$4M
Clients per advisor685241
Main custodianFidelityRaymond JamesVontobel Securities Ag
Filing with the SEC since202420222012 or earlier
Tools in their stack31–
People on Advicer.bio38–

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

ToolAurdan Capital Management, LLCKooman & AssociatesEvt Financial Advisors
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)Uses it––
Digital Marketing
MailchimpUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Aurdan Capital Management, LLC: Fidelity · Kooman & Associates: Raymond James, Schwab · Evt Financial Advisors: Vontobel Securities Ag, Npb Neue Privat Bank Ag