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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 Cooksen Wealth, LLC (swap one in):+ Strategic Retirement Advisors, LLC $216.9M · Elk Grove, CA+ Ledgewood Wealth Advisors, LLC $216.8M · Exeter, NH+ Golden Gate Personal Financial Planning $195.9M · San Francisco, CA+ J.k. Financial, Inc. $195.8M · Dallas, TX
The Woodlands, TX
Houston, TX
Cambridge, MA
Assets under management$206.2M$217.6M$216.8M
Asset growth, last 2 years+45%+25%+26%
Advisory staff321
Individual clients468160
Assets per client$4.5M$2.7M$3.6M
Clients per advisor154160
Main custodianSchwabSchwabFidelity
Filing with the SEC since202320192022
Tools in their stack–2–
People on Advicer.bio321

From each firm's latest Form ADV (Jun 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

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.

ToolCooksen Wealth, LLCParker Financial Advisors LLCEtre LLC
Digital Marketing
Snappy Kraken–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Cooksen Wealth, LLC: Schwab · Parker Financial Advisors LLC: Schwab · Etre LLC: Fidelity