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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 Wealth Advisors (swap one in):+ Topsail Wealth Management LLC $1.31B · Charlotte, NC+ Synergy Asset Management, LLC $1.3B · Vancouver, WA+ Cheviot Value Management, LLC $1.17B · Beverly Hills, CA+ Financial Partners Group, Inc. $1.15B · Overland Park, KS
Overland Park, KS
Madison, WI
Dallas, TX
Assets under management$1.23B$1.3B$1.3B
Asset growth, last 2 years+66%+133%+38%
Advisory staff30178
Individual clients1,0142,0421,052
Assets per client$1.2M$638K$1.2M
Clients per advisor34120132
Main custodianSchwabFidelitySchwab
Filing with the SEC since201420202012 or earlier
Tools in their stack234
People on Advicer.bio22428

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 Wealth AdvisorsMadison PartnersBeacon Financial Group
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Portfolio Management
NDEX––Uses it
OrionUses it––
Schedule Apps
Acuity Scheduling––Uses it
CalendlyUses it––
Client File Sharing
ShareFile–Uses it–
Financial Planning
eMoney–Uses itUses it

Custodians on Form ADV: Keen Wealth Advisors: Schwab · Madison Partners: Fidelity, Schwab · Beacon Financial Group: Schwab, Fidelity