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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):+ Aegis Wealth $744.1M · Bethesda, MD+ John E. Sestina and Company $744M · Columbus, OH+ Firethorn Wealth Partners, LLC $671.9M · Augusta, GA+ Lifecycle Financial Planners Inc. $671.7M · Bloomfield Hills, MI
St. Louis, MO
Rockville, MD
Pittsburgh, PA
Assets under management$707.3M$743.9M$743.6M
Asset growth, last 2 years+18%+43%+176%
Advisory staff277
Individual clients165352196
Assets per client$4.3M$2.1M$3.8M
Clients per advisor835028
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack–26
People on Advicer.bio278

From each firm's latest Form ADV (May 2026, Oct 2026, Jun 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 ManagementInterchange Capital Partners
CRM
Envestnet Tamarac–Uses it–
iPaladin––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Duncker Streett & Co.: Schwab · Kendall Capital Management: Schwab · Interchange Capital Partners: Pershing