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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+ Independent Wealth Management, LLC $203M · Traverse City, MI+ Barden Capital Management, Inc. $183.5M+ Righthand Capital, LLC $182.3M · West Newton, MA
Wellesley, MA
Cedar Knolls, NJ
Assets under management$193.3M$203.1M$203.3M
Asset growth, last 2 years+40%+19%+35%
Advisory staff324
Individual clients67147228
Assets per client$2.9M$1.4M$892K
Clients per advisor227457
Main custodianFidelityFidelitySchwab
Filing with the SEC since20192012 or earlier2023
Tools in their stack22–
People on Advicer.bio326

From each firm's latest Form ADV (Jun 2026, Feb 2026, Aug 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 & CompanyNew Horizons Wealth Management
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 · New Horizons Wealth Management: Schwab