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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 Fpnavigators (swap one in):+ Dorval & Chorne Financial Advisors $373.9M · Maple Grove, MN+ Kunath Karren Rinne & Atkin LLC $373M · Seattle, WA+ Bluedoor Private Wealth, LLC $337.3M · Beverly, MA+ Evoadvisors $337.2M · Richmond, VA
Maple Grove, MN
Eden Prairie, MN
Roy, UT
Assets under management$355.1M$375.4M$372.9M
Asset growth, last 2 years–+95%+18%
Advisory staff574
Individual clients412138249
Assets per client$862K$2.7M$1.5M
Clients per advisor822062
Main custodian–FidelityRaymond James
Filing with the SEC since202420192012 or earlier
Tools in their stack221
People on Advicer.bio585

From each firm's latest Form ADV (Jan 2026, Mar 2026, Sep 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.

ToolFpnavigatorsAbbey StreetThe Karras Company, Inc.
Custodial Platform
Charles SchwabUses it––
Raymond James––Uses it
E-Signature
Adobe Sign–Uses it–
Financial Planning
eMoneyUses itUses it–

Custodians on Form ADV: Fpnavigators: none listed · Abbey Street: Fidelity · The Karras Company, Inc.: Raymond James