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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+ Bernzott Capital Advisors $265.4M · Camarillo, CA
Millbrae, CA
Alamo, CA
San Diego, CA
Assets under management$280M$296.9M$263.3M
Asset growth, last 2 years+35%+44%+77%
Advisory staff232
Individual clients50190678
Assets per client$5.6M$1.6M$388K
Clients per advisor2563339
Main custodianSchwabSchwabSchwab
Filing with the SEC since20222012 or earlier2021
Tools in their stack212
People on Advicer.bio224

From each firm's latest Form ADV (Aug 2026, Sep 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 TurnerChokshi & Queen Wealth Advisors
Custodial Platform
Charles Schwab––Uses it
VanguardUses it––
CRM
SS&C Black DiamondUses itUses it–
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Conquis Financial LLC: Schwab · Pring Turner: Schwab · Chokshi & Queen Wealth Advisors: Schwab