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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 Global Key Advisors (swap one in):+ Chinese Abraham Investment Advisors LLC $36M · Cupertino, CA+ Kraft Financial, LLC $36M · Bloomington, IL+ Francis Capital Management, Inc. $32.6M+ Ironcrest Capital Management LLC $32.6M · Santa Barbara, CA
Knoxville, TN
Fairport, NY
Assets under management$34.3M$36M$32.6M
Asset growth, last 2 years––−44%
Advisory staff312
Individual clients4749198
Assets per client$730K$736K$165K
Clients per advisor164999
Main custodian––Interactive Brokers
Filing with the SEC since202620262018
Tools in their stack––2
People on Advicer.bio412

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

ToolGlobal Key AdvisorsHillvale Wealth Management, LLCSage Tree Wealth
Custodial Platform
Interactive Brokers––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Global Key Advisors: none listed · Hillvale Wealth Management, LLC: none listed · Sage Tree Wealth: Interactive Brokers, Folio