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.

Elphinstone
Streamline Advisory
Von Kohorn Research & Advisory, Inc.

	Elphinstone New York, NY	Streamline Advisory Bellingham, WA	Von Kohorn Research & Advisory, Inc. Norwalk, CT
Assets under management	$1.4M	$1.5M	$1.5M
Asset growth, last 2 years	+289%	–	−95%
Advisory staff	1	1	1
Individual clients	579	5	–
Assets per client	$2K	$300K	–
Clients per advisor	579	5	–
Main custodian	–	–	–
Filing with the SEC since	2020	2026	2012 or earlier
Tools in their stack	–	–	–
People on Advicer.bio	1	1	1

From each firm's latest Form ADV (Apr 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

Elphinstone
Streamline Advisory
Von Kohorn Research & Advisory, Inc.

Advisory staff

Elphinstone
Streamline Advisory
Von Kohorn Research & Advisory, Inc.

Individual clients

Elphinstone
Streamline Advisory

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.