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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 K-12 Planning (swap one in):+ Resource Management LLC $6.4M+ Rivetti Investment Services, LLC $6.4M+ Rapids Financial LLC $5.7M · Kentwood, MI+ Venture Financial Advisors, LLC $5.7M
Melbourne, FL
Assets under management$6M$6.3M$6.3M
Asset growth, last 2 years–––
Advisory staff111
Individual clients182171
Assets per client$335K$302K$89K
Clients per advisor182171
Main custodian–––
Filing with the SEC since202620262025
Tools in their stack31–
People on Advicer.bio111

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

ToolK-12 PlanningMccloskey & Associates, P.a.Kinetic Pathways Company
Custodial Platform
AltruistUses it––
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
WixUses it––