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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 Kelly Financial Services LLC (swap one in):+ Bmb Advisers LLC $655.8M · Los Angeles, CA+ Rock Point Advisors, LLC $655.7M · Burlington, VT+ Delta Financial Advisors, L.l.c. $592.3M · Metairie, LA+ Gerber, LLC $592.1M · Columbus, OH
Braintree, MA
Bryn Mawr, PA
St. Helena, CA
Assets under management$623.6M$655.6M$654.8M
Asset growth, last 2 years+46%+35%+10%
Advisory staff633
Individual clients1,40124097
Assets per client$445K$2.7M$6.8M
Clients per advisor2348032
Main custodianFidelitySchwabPershing
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack11–
People on Advicer.bio73–

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

ToolKelly Financial Services LLCMcgowan & Co LLPRbo & Co, LLC
Custodial Platform
Charles Schwab–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Kelly Financial Services LLC: Fidelity · Mcgowan & Co LLP: Schwab · Rbo & Co, LLC: Pershing