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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 Ck Advisors, LLC (swap one in):+ Sequentis Capital LLC $101.5M · Boston, MA+ Magnolia Wealth $101.5M · Spring, TX+ Vida Private Wealth LLC $91.8M · Pasadena, CA+ Farnsley Advisors $91.8M · Louisville, KY
Cedar Falls, IA
The Woodlands, TX
Assets under management$96.7M$101.5M$101.5M
Asset growth, last 2 years+33%––
Advisory staff231
Individual clients38180321
Assets per client$2.5M$564K$316K
Clients per advisor1960321
Main custodianFidelity––
Filing with the SEC since201620262026
Tools in their stack––2
People on Advicer.bio232

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

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.

ToolCk Advisors, LLCFencl Advisory Services, LLCKoinonia Financial
Legacy Planning
Everplans––Uses it
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Ck Advisors, LLC: Fidelity · Fencl Advisory Services, LLC: none listed · Koinonia Financial: none listed