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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 Gkfo, LLC (swap one in):+ Neptune Wealth $35.5M · Pittsburgh, PA+ Jepsen Financial $35.3M+ Ferris Financial Services, L.l.c. $31.9M · Midland, MI+ James A. Colley, Inc. $31.9M · Lake Placid, FL
W. Conshohocken, PA
New Bloomfield, PA
Pittsburgh, PA
Assets under management$33.6M$35.4M$35.4M
Asset growth, last 2 years−95%––
Advisory staff1040
Individual clients4213171
Assets per client$8.4M$166K$207K
Clients per advisor053–
Main custodianSchwab––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––3
People on Advicer.bio141

From each firm's latest Form ADV (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.

ToolGkfo, LLCRwm Asset Management, LLCDs Wealth Advisors, Inc.
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Gkfo, LLC: Schwab, Pershing · Rwm Asset Management, LLC: none listed · Ds Wealth Advisors, Inc.: none listed