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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 Wealth Advisors (swap one in):+ Wealth Planning Group LLC $38.7M · Minnetonka, MN+ Brighter Investing, Pb LLC $38.7M · Atlanta, GA+ Tobin Investment Planning LLC $35M+ Eminence Wealth Management Inc. $35M · Orlando, FL
Huntington Beach, CA
New Canaan, CT
Assets under management$36.8M$38.7M$38.8M
Asset growth, last 2 years––−22%
Advisory staff111
Individual clients3286
Assets per client$1.2M$4.8M$6.5M
Clients per advisor3286
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack5––
People on Advicer.bio111

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

ToolK Wealth AdvisorsRhb Capital, Inc.Mcclain Value Management, LLC
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
CapitectUses it––
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: K Wealth Advisors: none listed · Rhb Capital, Inc.: none listed · Mcclain Value Management, LLC: Schwab