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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 Kb Wealth Management, LLC (swap one in):+ Impact Wealth Group $12.9M · Fort Worth, TX+ Legacy Springs Advisors, LLC $12.9M+ Aequitas Equitas Wealth Management LLC $11.7M+ Isadore Private Wealth, LLC $11.6M · Traverse City, MI
Bloomfield Hills, MI
Assets under management$12.3M$12.9M$12.9M
Asset growth, last 2 years––−68%
Advisory staff111
Individual clients9408
Assets per client$1.4M$323K$1.6M
Clients per advisor9408
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack2––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 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

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.

ToolKb Wealth Management, LLCTrek Line WealthCompass Advisors LLC
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––