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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 Kanawha Capital Management, LLC (swap one in):+ Rvw Wealth LLC $1.94B · Los Angeles, CA+ Diversified Portfolios, Inc. $1.94B · Bloomfield Hills, MI+ Hbw Advisory Services LLC $1.75B · Simi Valley, CA+ Wellington Consulting Services Inc $1.69B · Chantilly, VA
Richmond, VA
Virginia Beach, VA
Coppell, TX
Assets under management$1.84B$1.95B$1.94B
Asset growth, last 2 years+18%+48%+3%
Advisory staff43714
Individual clients5603,099877
Assets per client$3.3M$628K$2.2M
Clients per advisor1408463
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack2––
People on Advicer.bio43013

From each firm's latest Form ADV (Sep 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

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.

ToolKanawha Capital Management, LLCFinancial Security Advisory IncCfo4life
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Kanawha Capital Management, LLC: Schwab · Financial Security Advisory Inc: none listed · Cfo4life: Schwab, Principal Trust Company, Fidelity