Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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
Charlotte, NC
Assets under management$1.23B$1.3B$1.31B
Asset growth, last 2 years+66%+133%+50%
Advisory staff30174
Individual clients1,0142,042206
Assets per client$1.2M$638K$6.4M
Clients per advisor3412052
Main custodianSchwabFidelitySchwab
Filing with the SEC since201420202024
Tools in their stack235
People on Advicer.bio22424

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 PartnersTopsail Wealth Management LLC
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFile–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney–Uses itUses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Keen Wealth Advisors: Schwab · Madison Partners: Fidelity, Schwab · Topsail Wealth Management LLC: Schwab