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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 Cunningham Wealth Management (swap one in):+ Cove Financial Planning, LLC $99M+ My Wealth Planners $99M · Longmont, CO+ Kcs Advisors, LLC $89.5M · Concord, NH+ Aldemar Research Corporation $89.5M
Broadview Heights, OH
Boulder, CO
Scottsdale, AZ
Assets under management$94.2M$99M$89.5M
Asset growth, last 2 years+137%––
Advisory staff431
Individual clients18411565
Assets per client$512K$861K$1.4M
Clients per advisor463865
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack123
People on Advicer.bio431

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

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.

ToolCunningham Wealth ManagementInsight, Corp.Bridge Financial Strategies
Client File Sharing
ShareFileUses it––
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it