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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 Aurdan Capital Management, LLC (swap one in):+ Tsp Capital Management Group, LLC $553.3M · Summit, NJ+ Tolsma Investments, LLC $552.7M+ Stokes Capital Advisors, LLC $499.4M · Greenwood, SC+ Evt Financial Advisors $498.9M · Zurich
Wayne, PA
Altoona, PA
Ambler, PA
Assets under management$526.2M$555.6M$555M
Asset growth, last 2 years–+35%+46%
Advisory staff665
Individual clients410309150
Assets per client$1.3M$1.8M$3.7M
Clients per advisor685230
Main custodianFidelityRaymond JamesSchwab
Filing with the SEC since202420222022
Tools in their stack31–
People on Advicer.bio386

From each firm's latest Form ADV (Mar 2026, Aug 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 & AssociatesLansing Street 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 · Lansing Street Advisors: Schwab