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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 Beacon Wealthcare LLC (swap one in):+ Eks Associates $324.3M · Princeton, NJ+ Vista Investment Management, LLC $323.9M · Pittsburgh, PA+ Kilterhowling LLC $292.9M · Boulder, CO+ Hemming& Wealth Management, Inc. $292.6M · Traverse City, MI
Raleigh, NC
Raleigh, NC
Assets under management$308.3M$326M$323.9M
Asset growth, last 2 years+36%+77%−14%
Advisory staff541
Individual clients90827854
Assets per client$340K$1.2M$6M
Clients per advisor1827054
Main custodian–SchwabFidelity
Filing with the SEC since202120212021
Tools in their stack45–
People on Advicer.bio541

From each firm's latest Form ADV (Jan 2026, Jul 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.

ToolBeacon Wealthcare LLCLifeplan GroupKennicott Capital Management LLC
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)Uses it––
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses itUses it–
Digital Marketing
Mailchimp–Uses it–
Portfolio Management
OrionUses itUses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Beacon Wealthcare LLC: none listed · Lifeplan Group: Schwab · Kennicott Capital Management LLC: Fidelity