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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):+ Copia Wealth Management $157.5M · Bend, OR+ Georgia Wealth Partners, LLC $157.5M · Griffin, GA+ Ltg Capital LLC $142.2M · Framingham, MA+ Josh Arnold Investment Consultant, LLC $142.1M · Edina, MN
Assets under management$149.7M$157.4M$157.4M
Asset growth, last 2 years+15%+41%+38%
Advisory staff222
Individual clients6226458
Assets per client$2.4M$596K$2.7M
Clients per advisor3113229
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320212012 or earlier
Tools in their stack5–1
People on Advicer.bio22–

From each firm's latest Form ADV (Mar 2026, Sep 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 CapitalPeck Wealth Management, LLC
Website Builders
Squarespace––Uses it
WixUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Portfolio Management
OrionUses it––

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