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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 Keen Capital, LLC (swap one in):+ Georgia Wealth Partners, LLC $157.5M · Griffin, GA+ Peck Wealth Management, LLC $157.4M+ Ltg Capital LLC $142.2M · Framingham, MA+ Josh Arnold Investment Consultant, LLC $142.1M · Edina, MN
Bend, OR
Assets under management$149.7M$157.4M$157.5M
Asset growth, last 2 years+15%+41%–
Advisory staff223
Individual clients62264288
Assets per client$2.4M$596K$547K
Clients per advisor3113296
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320212024
Tools in their stack5––
People on Advicer.bio224

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

ToolKeen Capital, LLCApplied CapitalCopia Wealth Management
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Portfolio Management
OrionUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Keen Capital, LLC: Schwab · Applied Capital: Schwab · Copia Wealth Management: Schwab