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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 Kahn Brothers Advisors LLC (swap one in):+ Pathway Financial Advisers, LLC $524.2M · Auburn, IN+ Conifer Investments LTD $524M · West Hartford, CT+ Wealthedge Investment Advisors, LLC $472.1M · New York, NY+ Chesapeake Asset Management LLC $468.8M · New York, NY
New York, NY
New York, NY
Solana Beach, CA
Assets under management$498.6M$529.7M$524M
Asset growth, last 2 years−20%+21%+50%
Advisory staff2105
Individual clients3421,058433
Assets per client$1.5M$501K$1.2M
Clients per advisor17110687
Main custodianPershingFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–12
People on Advicer.bio3195

From each firm's latest Form ADV (Sep 2026, Aug 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.

ToolKahn Brothers Advisors LLCGagnon Securities, LLCDlk Investment Management
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Digital Marketing
Mailchimp––Uses it

Custodians on Form ADV: Kahn Brothers Advisors LLC: Pershing, Schwab · Gagnon Securities, LLC: Fidelity · Dlk Investment Management: Schwab