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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 Duncker Streett & Co. (swap one in):+ John E. Sestina and Company $744M · Columbus, OH+ Interchange Capital Partners $743.6M · Pittsburgh, PA+ Firethorn Wealth Partners, LLC $671.9M · Augusta, GA+ Lifecycle Financial Planners Inc. $671.7M · Bloomfield Hills, MI
St. Louis, MO
Rockville, MD
Bethesda, MD
Assets under management$707.3M$743.9M$744.1M
Asset growth, last 2 years+18%+43%+6%
Advisory staff276
Individual clients165352123
Assets per client$4.3M$2.1M$6M
Clients per advisor835021
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio275

From each firm's latest Form ADV (May 2026, Oct 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.

ToolDuncker Streett & Co.Kendall Capital ManagementAegis Wealth
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Duncker Streett & Co.: Schwab · Kendall Capital Management: Schwab · Aegis Wealth: Schwab, Fidelity