Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Helm Financial Planning LLC (swap one in):+ Kyleshill Financial Planning $92.5M · Columbus, OH+ Tekmen Wells LLC $92.4M · New York, NY+ Karpinski Financial, LLC $83.6M · Scottsdale, AZ+ Circa Capital, LLC $83.6M · Alpharetta, GA
Westlake Village, CA
Ambler, PA
Assets under management$88M$92.4M$83.6M
Asset growth, last 2 years–+1,110%–
Advisory staff113
Individual clients596756
Assets per client$1.5M$1.4M$1.5M
Clients per advisor596719
Main custodian–Schwab–
Filing with the SEC since202620192026
Tools in their stack–4–
People on Advicer.bio1–3

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

Advisory staff

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.

ToolHelm Financial Planning LLCStrava Financial, LLCDillon Capital Management
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Helm Financial Planning LLC: none listed · Strava Financial, LLC: Schwab · Dillon Capital Management: none listed