Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Capital Wealth Alliance, LLC (swap one in):+ Kenora Financial, LLC $315.8M · Des Plaines, IL+ Walker Asset Management, LLC $315.3M+ Ayrshire Capital Management LLC $285.1M · Westport, CT+ Oaktrust Wealth Advisors, LLC $285M
Scottsdale, AZ
Aliso Viejo, CA
Norwich, CT
Assets under management$300.3M$315.4M$315.4M
Asset growth, last 2 years+27%+82%+60%
Advisory staff3311
Individual clients348482292
Assets per client$863K$654K$1.1M
Clients per advisor11616292
Main custodianRaymond JamesFidelityFidelity
Filing with the SEC since201820232012 or earlier
Tools in their stack112
People on Advicer.bio3322

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

ToolCapital Wealth Alliance, LLCAccelerate RetirementThames Financial Management
Digital Marketing
Snappy Kraken––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Capital Wealth Alliance, LLC: Raymond James · Accelerate Retirement: Fidelity, Schwab · Thames Financial Management: Fidelity