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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 Solutions (swap one in):+ Penn Street Capital Management LLC $68M+ Buckeye Wealth Partners, LLC $68M · Centerville, OH+ Dornick Wealth Management $61.4M · Dallas, TX+ Resolved Financial $61.4M · Winston Salem, NC
Onancock, VA
Houston, TX
Assets under management$64.7M$67.9M$67.9M
Asset growth, last 2 years–+36%+22%
Advisory staff112
Individual clients846673
Assets per client$770K$1M$930K
Clients per advisor846637
Main custodian––Hilltop
Filing with the SEC since20262012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio112

From each firm's latest Form ADV (Mar 2026, Feb 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 SolutionsKay Investments, Inc.Tri-Star Advisors, Inc.
Custodial Platform
Betterment Advisor Solutions––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Financial Solutions: none listed · Kay Investments, Inc.: none listed · Tri-Star Advisors, Inc.: Hilltop