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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 Financial Consulate (swap one in):+ Longview Wealth Management $1.15B · Atlanta, GA+ Korhorn Financial Group $1.15B · Granger, IN+ Red Oak Financial Group $1.04B · Towson, MD+ Rossby Financial, LLC $1.04B · Melbourne, FL
Hunt Valley, MD
New York, NY
Middleton, WI
Assets under management$1.1B$1.15B$1.15B
Asset growth, last 2 years+40%+101%−10%
Advisory staff1367
Individual clients844279592
Assets per client$1.3M$4.1M$1.9M
Clients per advisor654785
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack213
People on Advicer.bio13410

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

ToolFinancial ConsulateKelleher Financial Advisors, LLCCanopy Wealth Management
Client File Sharing
ShareFile–Uses it–
CRM
Envestnet TamaracUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it–Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Financial Consulate: Schwab, Fidelity · Kelleher Financial Advisors, LLC: Fidelity, Pershing · Canopy Wealth Management: Schwab