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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 Kanno Capital (swap one in):+ Vii Capital Management LLC $46.4M · Stamford, CT+ Megan Rouse Financial Planning $46.4M+ Delgado Private Wealth Management LLC $41.9M · Naples, FL+ Ap Investment Management $41.9M · Mountain View, CA
Bellevue, WA
Anacortes, WA
Brooklyn, NY
Assets under management$44.2M$46.8M$46.4M
Asset growth, last 2 years–––
Advisory staff111
Individual clients1612487
Assets per client$274K$1.9M$533K
Clients per advisor1612487
Main custodian––Schwab
Filing with the SEC since202620262024
Tools in their stack335
People on Advicer.bio111

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

ToolKanno CapitalFiscalis Advisory, Inc.Boerum Hill Financial Advisors LLC
Custodial Platform
Charles SchwabUses it–Uses it
Altruist–Uses it–
Financial Planning
eMoneyUses it–Uses it
RightCapital (Right Capital)–Uses it–
Client Data Gathering
Asset-Map––Uses it
Client File Sharing
ShareFile–Uses it–
Retirement Planning
Income Lab––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Kanno Capital: none listed · Fiscalis Advisory, Inc.: none listed · Boerum Hill Financial Advisors LLC: Schwab