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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+ Rossby Financial, LLC $1.04B · Melbourne, FL+ Violich Capital Management $1.04B · Mill Valley, CA
Hunt Valley, MD
New York, NY
Towson, MD
Assets under management$1.1B$1.15B$1.04B
Asset growth, last 2 years+40%+101%+44%
Advisory staff1366
Individual clients8442791,051
Assets per client$1.3M$4.1M$990K
Clients per advisor6547175
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack211
People on Advicer.bio1347

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

ToolFinancial ConsulateKelleher Financial Advisors, LLCRed Oak Financial Group
Client File Sharing
ShareFile–Uses it–
CRM
Envestnet TamaracUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Financial Consulate: Schwab, Fidelity · Kelleher Financial Advisors, LLC: Fidelity, Pershing · Red Oak Financial Group: LPL Financial, Vanguard