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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 Bf/Anderson (swap one in):+ The Planners Inc. $65.7M · Fort Collins, CO+ Kilcullin Financial Life Planning, LLC $65.7M+ Guiding Wealth Management, LLC $59.4M · Richardson, TX+ Blue Rock Financial Services, Inc. $59.4M
Baton Rouge, LA
Walnut Creek, CA
San Luis Obispo, CA
Assets under management$62.6M$65.7M$65.7M
Asset growth, last 2 years+121%––
Advisory staff221
Individual clients584498
Assets per client$1.1M$1.5M$671K
Clients per advisor292298
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack1–5
People on Advicer.bio32–

From each firm's latest Form ADV (Mar 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

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.

ToolBf/AndersonFleming Financial AdvisingKmr Wealth Advisory, LLC
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Envestnet––Uses it
Website Builders
SquarespaceUses it––