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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 Emberhouse, LLC (swap one in):+ Morgan Kenwood Advisors, LLC $96.7M · Greendale, WI+ Scott Conyers Capital Management, Inc. $96.7M+ Gordon Carlson & Associates $87.4M+ Quincy Wells Advisors, LLC $87.3M · Chicago, IL
Fishers, IN
Assets under management$92M$96.7M$96.6M
Asset growth, last 2 years–+33%–
Advisory staff122
Individual clients6038143
Assets per client$1.5M$2.5M$676K
Clients per advisor601972
Main custodian–Fidelity–
Filing with the SEC since202620162026
Tools in their stack2––
People on Advicer.bio122

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

ToolEmberhouse, LLCCk Advisors, LLCNorwood Economics, Inc.
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Emberhouse, LLC: none listed · Ck Advisors, LLC: Fidelity · Norwood Economics, Inc.: none listed