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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):+ Beacon Financial Group $1.3B · Dallas, TX+ 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
Troy, MI
Assets under management$1.23B$1.3B$1.17B
Asset growth, last 2 years+66%+133%+4%
Advisory staff301710
Individual clients1,0142,0422,358
Assets per client$1.2M$638K$496K
Clients per advisor34120236
Main custodianSchwabFidelitySchwab
Filing with the SEC since201420202012 or earlier
Tools in their stack233
People on Advicer.bio224210

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jul 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 PartnersStraightline
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide––Uses it
Client File Sharing
ShareFile–Uses it–
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Keen Wealth Advisors: Schwab · Madison Partners: Fidelity, Schwab · Straightline: Schwab, Fidelity, TIAA-Cref Individual & Institutional Services, LLC, Transamerica Asset Management Inc