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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 Keeler & Nadler Family Wealth (swap one in):+ Woodward Financial Advisors, Inc. $641.5M · Chapel Hill, NC+ Phoenix Wealth Advisors Inc. $641.4M · Chapel Hill, NC+ Keidan Financial Consultants LLC $574.9M · Columbus, OH+ Prasad Wealth Partners $572.1M · Independence, OH
Dublin, OH
Boston, MA
Assets under management$609.9M$641.3M$640.9M
Asset growth, last 2 years+49%+22%+95%
Advisory staff9123
Individual clients504195167
Assets per client$1.2M$3.3M$3.8M
Clients per advisor561656
Main custodianSchwabFidelityFidelity
Filing with the SEC since201420182012 or earlier
Tools in their stack213
People on Advicer.bio8113

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

ToolKeeler & Nadler Family WealthSingle Point PartnersRiverstone Advisors, LLC
Financial Planning
eMoney–Uses itUses it
RightCapital (Right Capital)Uses it––
Custodial Platform
Charles SchwabUses it––
Planning Light
Advyzon––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Keeler & Nadler Family Wealth: Schwab · Single Point Partners: Fidelity · Riverstone Advisors, LLC: Fidelity