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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 Keenan Financial (swap one in):+ Gibraltar Wealth Management, LLC $212.7M · Abington, PA+ Harding Wealth, Inc. $212.6M · Tempe, AZ+ The Archer Consulting Group, LLC $192.2M · Thibodaux, LA+ Gregory Lyle & Co. $192.2M
Boston, MA
Fort Wayne, IN
Pittsburgh, PA
Assets under management$202.5M$212.6M$192.2M
Asset growth, last 2 years+97%+39%+28%
Advisory staff2672
Individual clients751483130
Assets per client$270K$440K$1.5M
Clients per advisor296965
Main custodianFidelityPershingFidelity
Filing with the SEC since202320222012 or earlier
Tools in their stack2––
People on Advicer.bio2272

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

ToolKeenan FinancialFinancial Planning ServicesOak Tree Investment Advisors
Financial Planning
eMoneyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Keenan Financial: Fidelity · Financial Planning Services: Pershing, Fidelity · Oak Tree Investment Advisors: Fidelity