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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 Faire Capital Group (swap one in):+ Rk Asset Management $107M+ Securestate $106.9M · Pendleton, IN+ Morgan Kenwood Advisors, LLC $96.7M · Greendale, WI+ Scott Conyers Capital Management, Inc. $96.7M
Gig Harbor, WA
Clovis, CA
Assets under management$101.8M$107M$107M
Asset growth, last 2 years–+35%–
Advisory staff112
Individual clients3566205
Assets per client$2.9M$1.6M$522K
Clients per advisor3566103
Main custodian–Schwab–
Filing with the SEC since202620162026
Tools in their stack–––
People on Advicer.bio112

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

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

Custodians on Form ADV: Faire Capital Group: none listed · Kj Capital Management LLC: Schwab · Integrated Planning & Investments: none listed