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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+ Lifecycle Financial Planners Inc. $671.7M · Bloomfield Hills, MI+ Presilium Private Wealth, LLC $671.7M · Radnor, PA
St. Louis, MO
Rockville, MD
Augusta, GA
Assets under management$707.3M$743.9M$671.9M
Asset growth, last 2 years+18%+43%+46%
Advisory staff275
Individual clients165352679
Assets per client$4.3M$2.1M$990K
Clients per advisor8350136
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–2–
People on Advicer.bio277

From each firm's latest Form ADV (May 2026, Oct 2026, Jul 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 ManagementFirethorn Wealth Partners, LLC
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Duncker Streett & Co.: Schwab · Kendall Capital Management: Schwab · Firethorn Wealth Partners, LLC: Schwab