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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):+ Lansing Street Advisors $555M · Ambler, PA+ Tolsma Investments, LLC $552.7M+ Evt Financial Advisors $498.9M · Zurich+ Presidio Capital Management, LLC $498.9M · San Diego, CA
Wayne, PA
Altoona, PA
Greenwood, SC
Assets under management$526.2M$555.6M$499.4M
Asset growth, last 2 years–+35%+22%
Advisory staff661
Individual clients410309277
Assets per client$1.3M$1.8M$1.8M
Clients per advisor6852277
Main custodianFidelityRaymond JamesSchwab
Filing with the SEC since202420222015
Tools in their stack312
People on Advicer.bio381

From each firm's latest Form ADV (Mar 2026, Aug 2026, Feb 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 & AssociatesStokes Capital Advisors, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)Uses it––
Digital Marketing
MailchimpUses it––
Snappy Kraken––Uses it
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Aurdan Capital Management, LLC: Fidelity · Kooman & Associates: Raymond James, Schwab · Stokes Capital Advisors, LLC: Schwab