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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 Gratke Wealth, LLC (swap one in):+ Oakview Wealth Solutions LLC $28.4M · Saint Charles, MO+ Masuda Lehrman Wealth $28.4M+ Wanda Kilman Pittman $25.6M · Roanoke, VA+ Petrilli Capital Management LLC $25.6M
Hillsboro, OR
Topeka, KS
Assets under management$27M$28.4M$28.4M
Asset growth, last 2 years−40%––
Advisory staff111
Individual clients409120
Assets per client$675K$312K$1.4M
Clients per advisor409120
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack5–3
People on Advicer.bio111

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

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.

ToolGratke Wealth, LLCKdwallstreet Investment Advisor LLCKetwich Capital LLC
Custodial Platform
AltruistUses it––
AssetMarkUses it––
Advisor Lead Gen
Fee-Only Network––Uses it
Client File Sharing
ShareFileUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
BlueleafUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it