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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 Goepper Burkhardt LLC (swap one in):+ Keyes, Stange & Wooten Wealth Management, LLC $400.1M · Daytona Beach, FL+ Sjbenen Advisory, LLC $399.9M+ Mfp Financial Services, LLC $361M · Safety Harbor, FL+ Cox Capital Management LLC $361M · Andover, MA
Greenville, SC
San Antonio, TX
The Woodlands, TX
Assets under management$380.3M$399.8M$399.4M
Asset growth, last 2 years+34%+42%+23%
Advisory staff342
Individual clients243584381
Assets per client$1.6M$685K$1M
Clients per advisor81146191
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20212018
Tools in their stack–11
People on Advicer.bio322

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

ToolGoepper Burkhardt LLCSecure Financial ManagementThreadgill Financial, LLC
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Goepper Burkhardt LLC: none listed · Secure Financial Management: Schwab · Threadgill Financial, LLC: Schwab