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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 Azm Financial (swap one in):+ The Alchemists, LLC $25.7M+ Krowten Equities $25.7M · Birmingham, AL+ Torre Financial $23.2M+ Kml Financial Services Group, L.l.c. $23.2M · Manasquan, NJ
Los Angeles, CA
West Palm Beach, FL
Assets under management$24.5M$25.7M$25.7M
Asset growth, last 2 years––+87%
Advisory staff111
Individual clients242547
Assets per client$1M$1M$547K
Clients per advisor242547
Main custodian––Interactive Brokers
Filing with the SEC since202620262023
Tools in their stack–––
People on Advicer.bio111

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Azm Financial: none listed · 7summit Advisors, LLC: none listed · West Pine 43 LLC: Interactive Brokers