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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):+ Bison Capital Advisors, LLC $250M · Oklahoma City, OK+ Rutherford Investment Management $250M · Portland, OR+ Elevation Advisory Partners LLC $226M · Orlando, FL+ Angelus Investment Consulting, Inc. $226M · Coral Gables, FL
Daytona Beach, FL
Concord, NH
Assets under management$238M$250M$226M
Asset growth, last 2 years+46%+25%+26%
Advisory staff351
Individual clients216127186
Assets per client$1.1M$2M$1.2M
Clients per advisor7225186
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio452

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

ToolKelley InvestmentsFirstrustValpey Financial Services LLC
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Kelley Investments: Fidelity · Firstrust: Schwab · Valpey Financial Services LLC: Schwab