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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):+ New Horizons Wealth Management $203.3M · Cedar Knolls, NJ+ Independent Wealth Management, LLC $203M · Traverse City, MI+ Barden Capital Management, Inc. $183.5M+ Righthand Capital, LLC $182.3M · West Newton, MA
Wellesley, MA
Dothan, AL
Assets under management$193.3M$203.1M$183.3M
Asset growth, last 2 years+40%+19%+26%
Advisory staff322
Individual clients67147385
Assets per client$2.9M$1.4M$476K
Clients per advisor2274193
Main custodianFidelityFidelitySchwab
Filing with the SEC since20192012 or earlier2021
Tools in their stack22–
People on Advicer.bio322

From each firm's latest Form ADV (Jun 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.

ToolKastel Capital Advisors, LLCBall & CompanyMagnolia Wealth Management LLC
Financial Planning
eMoney–Uses it–
Planning Light
AdvyzonUses itUses it–
Website Builders
WixUses it––

Custodians on Form ADV: Kastel Capital Advisors, LLC: Fidelity, Schwab · Ball & Company: Fidelity · Magnolia Wealth Management LLC: Schwab, Lincoln Financial Distributors, Inc.