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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+ Capital and Planning, LLC $193.9M · Jonesboro, GA+ Tetley Investments, LLC $193.9M · Park Ridge, IL
Walnut Creek, CA
Assets under management$204.2M$214.5M$193.9M
Asset growth, last 2 years+63%+34%+11%
Advisory staff172
Individual clients25372231
Assets per client$8.2M$577K$839K
Clients per advisor2553116
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320222013
Tools in their stack3–2
People on Advicer.bio162

From each firm's latest Form ADV (Feb 2026, Oct 2026, Mar 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 WealthIntegrity Wealth Partners, LLC
Client File Sharing
DropboxUses it––
Digital Marketing
MailchimpUses it––
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Frankly Finances: Schwab · Noblebridge Wealth: Schwab · Integrity Wealth Partners, LLC: Schwab