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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 Expected Value Management LLC (swap one in):+ Kanno Capital $44.2M · Bellevue, WA+ Epic Investment Management $44.1M+ Payne Financial Management, L.l.c. $39.9M · Kennesaw, GA+ Breakwater Wealth Management $39.9M
Brentwood, TN
Orlando, FL
Assets under management$42M$44.2M$44.2M
Asset growth, last 2 years–––
Advisory staff122
Individual clients64215
Assets per client$7M$1.1M$2.9M
Clients per advisor6218
Main custodian–––
Filing with the SEC since202320262026
Tools in their stack––4
People on Advicer.bio122

From each firm's latest Form ADV (Oct 2023, Feb 2026, Oct 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.

ToolExpected Value Management LLCAcropolis Partners, LLCOakmonte Wealth Management
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Client File Sharing
ShareFile––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it