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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 Kelley Investments (swap one in):+ Swiss Usadvisors $250M · Zurich+ Rutherford Investment Management $250M · Portland, OR+ Elevation Advisory Partners LLC $226M · Orlando, FL+ Valpey Financial Services LLC $226M · Concord, NH
Daytona Beach, FL
Oklahoma City, OK
Assets under management$238M$250M$250M
Asset growth, last 2 years+46%+25%+35%
Advisory staff353
Individual clients216127145
Assets per client$1.1M$2M$1.7M
Clients per advisor722548
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack–11
People on Advicer.bio452

From each firm's latest Form ADV (Sep 2026, May 2025). 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.

ToolKelley InvestmentsFirstrustBison Capital Advisors, LLC
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Kelley Investments: Fidelity · Firstrust: Schwab · Bison Capital Advisors, LLC: Fidelity