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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 Conquis Financial LLC (swap one in):+ Krane Financial Solutions $295M · Calabasas, CA+ M.c. Byrd Wealth Management, LLC $294.2M · Bellville, TX+ Cerda Munoz Advisors, Inc $265.7M · Whittier, CA+ Chokshi & Queen Wealth Advisors $263.3M · San Diego, CA
Millbrae, CA
Alamo, CA
Camarillo, CA
Assets under management$280M$296.9M$265.4M
Asset growth, last 2 years+35%+44%−15%
Advisory staff232
Individual clients50190184
Assets per client$5.6M$1.6M$1.4M
Clients per advisor256392
Main custodianSchwabSchwabFidelity
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio223

From each firm's latest Form ADV (Aug 2026, Sep 2026, Apr 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.

ToolConquis Financial LLCPring TurnerBernzott Capital Advisors
CRM
SS&C Black DiamondUses itUses it–
Custodial Platform
VanguardUses it––

Custodians on Form ADV: Conquis Financial LLC: Schwab · Pring Turner: Schwab · Bernzott Capital Advisors: Fidelity, Umb