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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 Kate Capital Group (swap one in):+ Centriplan, LLC $24.2M · Newport Beach, CA+ Kennedy Wealth Management $24.1M · Knoxville, TN+ Cornell Capital Management $21.8M+ Bankers Investment Counseling $21.5M · Ventura, CA
Westlake Village, CA
San Francisco, CA
Assets under management$22.9M$24.3M$24.1M
Asset growth, last 2 years–+52%–
Advisory staff111
Individual clients506860
Assets per client$458K$357K$401K
Clients per advisor506860
Main custodian–––
Filing with the SEC since202620162026
Tools in their stack–22
People on Advicer.bio111

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

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.

ToolKate Capital GroupWellington Capital Advisors, LLCHighpointe Wealth
CRM
SS&C Black Diamond–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it