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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 Contemporary Financial Planning (swap one in):+ Koch Capital Management LLC $50.4M · Alamo, CA+ Crescendo Financial Planners Inc. $50.4M+ Veritas Investment Advisory Group LLC $45.6M · Hendersonville, NC+ Taylor Financial Management Inc $45.6M · Bexley, OH
Jacksonville, FL
San Antonio, TX
Little Rock, AR
Assets under management$48M$50.4M$45.6M
Asset growth, last 2 years–––
Advisory staff113
Individual clients4613926
Assets per client$1M$363K$1.8M
Clients per advisor461399
Main custodian–––
Filing with the SEC since202620262019
Tools in their stack11–
People on Advicer.bio113

From each firm's latest Form ADV (Jul 2026, 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

Advisory staff

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.

ToolContemporary Financial PlanningKapelaRound Table Financial
Planning Light
Advyzon–Uses it–
Website Builders
WixUses it––