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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 Evergreen Wealth (swap one in):+ Prometheus Wealth Management Sam $1.24B · Monaco+ Sivia Capital Partners, LLC $1.24B · Mill Valley, CA+ Arthur M. Cohen & Associates LLC $1.11B · Northbrook, IL+ Riverbend Capital Advisors, LLC $1.1B · Chicago, IL
Springfield, IL
Springfield, IL
Louisville, KY
Assets under management$1.18B$1.27B$1.24B
Asset growth, last 2 years+40%+59%+41%
Advisory staff61321
Individual clients5736623,995
Assets per client$2.1M$1.9M$311K
Clients per advisor9651190
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since20152012 or earlier2017
Tools in their stack–4–
People on Advicer.bio61427

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

ToolEvergreen WealthKeb Wealth AdvisorsKpp Advisory Services LLC
Client Data Gathering
Jotform–Uses it–
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Evergreen Wealth: Schwab, Matrix Trust · Keb Wealth Advisors: Schwab, Fidelity · Kpp Advisory Services LLC: LPL Financial