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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 Eks Associates (swap one in):+ Phillips Wealth Planners LLC $340.8M · Starkville, MS+ Scholtz & Company, LLC $340.5M · Stamford, CT+ Allsquare Wealth Management, LLC $307.8M · Albany, NY+ Kevin M. Gibney and Company, LLC $306.9M · Iselin, NJ
Princeton, NJ
Valparaiso, IN
Assets under management$324.3M$340.6M$308M
Asset growth, last 2 years+16%+24%+38%
Advisory staff314
Individual clients48320321
Assets per client$6.8M$1.1M$960K
Clients per advisor1632080
Main custodianSchwab–Schwab
Filing with the SEC since20132012 or earlier2020
Tools in their stack216
People on Advicer.bio314

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

ToolEks AssociatesRochester Financial ServicesKotys Wealth Professionals
Advisor Lead Gen
Fee-Only Network––Uses it
WiserAdvisor––Uses it
Client Data Gathering
Jotform––Uses it
Client File Sharing
Dropbox–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Eks Associates: Schwab · Rochester Financial Services: none listed · Kotys Wealth Professionals: Schwab