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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):+ Kpp Advisory Services LLC $1.24B · Louisville, KY+ 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
Monaco
Assets under management$1.18B$1.27B$1.24B
Asset growth, last 2 years+40%+59%–
Advisory staff6136
Individual clients573662128
Assets per client$2.1M$1.9M$9.7M
Clients per advisor965121
Main custodianSchwabSchwabJulius Baer
Filing with the SEC since20152012 or earlier2024
Tools in their stack–41
People on Advicer.bio614–

From each firm's latest Form ADV (Oct 2026, Jan 2026, Mar 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 AdvisorsPrometheus Wealth Management Sam
Client Data Gathering
Jotform–Uses it–
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Evergreen Wealth: Schwab, Matrix Trust · Keb Wealth Advisors: Schwab, Fidelity · Prometheus Wealth Management Sam: Julius Baer, Edmond De Rothschild