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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):+ Masuda Lehrman Wealth $28.4M+ Ketwich Capital LLC $28.4M+ Petrilli Capital Management LLC $25.6M+ Cirrus Capital Management, LLC $25.6M
Hillsboro, OR
Topeka, KS
Roanoke, VA
Assets under management$27M$28.4M$25.6M
Asset growth, last 2 years−40%––
Advisory staff111
Individual clients4091104
Assets per client$675K$312K$247K
Clients per advisor4091104
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack5––
People on Advicer.bio111

From each firm's latest Form ADV (Feb 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

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 LLCWanda Kilman Pittman
Custodial Platform
AltruistUses it––
AssetMarkUses it––
Client File Sharing
ShareFileUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
BlueleafUses it––