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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 Frankly Finances (swap one in):+ Kinetic Wealth Investment Advisors, LLC $214.5M · Westlake, OH+ Wealth With No Regrets® $214.4M · Alpharetta, GA+ Integrity Wealth Partners, LLC $193.9M · Walnut Creek, CA+ Tetley Investments, LLC $193.9M · Park Ridge, IL
Jonesboro, GA
Assets under management$204.2M$214.5M$193.9M
Asset growth, last 2 years+63%+34%+43%
Advisory staff172
Individual clients25372517
Assets per client$8.2M$577K$375K
Clients per advisor2553259
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202320222022
Tools in their stack3–4
People on Advicer.bio163

From each firm's latest Form ADV (Feb 2026, Oct 2026, May 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.

ToolFrankly FinancesNoblebridge WealthCapital and Planning, LLC
Website Builders
Squarespace––Uses it
WebflowUses it––
Client File Sharing
DropboxUses it––
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
MailchimpUses it––
Estate Planning
Trust & Will––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Frankly Finances: Schwab · Noblebridge Wealth: Schwab · Capital and Planning, LLC: LPL Financial