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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 Karpinski Financial, LLC (swap one in):+ Red Lady Capital Management, LLC $87.9M · Crested Butte, CO+ First Family Wealth $87.8M · Murfreesboro, TN+ Brexton Family Financial, LLC $79.4M+ Pragmatic Portfolios, LLC $79.3M
Scottsdale, AZ
Conshohocken, PA
Crown Point, IN
Assets under management$83.6M$87.8M$79.4M
Asset growth, last 2 years–+171%–
Advisory staff132
Individual clients119406118
Assets per client$702K$216K$672K
Clients per advisor11913559
Main custodian–Schwab–
Filing with the SEC since202620212026
Tools in their stack–1–
People on Advicer.bio152

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

ToolKarpinski Financial, LLCWealthfdForsythe Wealth Management, Inc.
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Karpinski Financial, LLC: none listed · Wealthfd: Schwab · Forsythe Wealth Management, Inc.: none listed