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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 Kastel Capital Advisors, LLC (swap one in):+ Mcdermott Investment Advisors, LLC $203.3M · Naples, FL+ New Horizons Wealth Management $203.3M · Cedar Knolls, NJ+ Barden Capital Management, Inc. $183.5M+ Righthand Capital, LLC $182.3M · West Newton, MA
Wellesley, MA
Traverse City, MI
Assets under management$193.3M$203.1M$203M
Asset growth, last 2 years+40%+19%+26%
Advisory staff323
Individual clients67147176
Assets per client$2.9M$1.4M$1.2M
Clients per advisor227459
Main custodianFidelityFidelityFidelity
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack222
People on Advicer.bio323

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

ToolKastel Capital Advisors, LLCBall & CompanyIndependent Wealth Management, LLC
Financial Planning
eMoney–Uses itUses it
RightCapital (Right Capital)––Uses it
Planning Light
AdvyzonUses itUses it–
Website Builders
WixUses it––

Custodians on Form ADV: Kastel Capital Advisors, LLC: Fidelity, Schwab · Ball & Company: Fidelity · Independent Wealth Management, LLC: Fidelity