Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Kay Investments, Inc. (swap one in):+ Csj Wealth Management, LLC $71.4M+ Baldwin Wealth Management, LLC $71.3M · St. Louis, MO+ Arkagos Advisors & Asset Management, Inc. $64.5M · Alexandria, VA+ Vomund Investment Management, LLC $64.5M · Incline Village, NV
Assets under management$67.9M$71.3M$64.5M
Asset growth, last 2 years+36%––
Advisory staff143
Individual clients66110132
Assets per client$1M$648K$489K
Clients per advisor662844
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–14
People on Advicer.bio143

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

ToolKay Investments, Inc.The Goodland GroupThe Freyr Group
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it
Custodial Platform
Altruist––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–