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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+ Violich Capital Management $1.04B · Mill Valley, CA
Hunt Valley, MD
New York, NY
Melbourne, FL
Assets under management$1.1B$1.15B$854.8M
Asset growth, last 2 years+40%+101%+696%
Advisory staff1362
Individual clients8442793,897
Assets per client$1.3M$4.1M$219K
Clients per advisor65471,949
Main custodianSchwabFidelity–
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack214
People on Advicer.bio13431

From each firm's latest Form ADV (Aug 2026, Apr 2026, Jul 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, LLCRossby Financial, LLC
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Client File Sharing
ShareFile–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Financial Consulate: Schwab, Fidelity · Kelleher Financial Advisors, LLC: Fidelity, Pershing · Rossby Financial, LLC: none listed