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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 Kelman Lazarov Inc (swap one in):+ Rudney Associates $940.2M · Alamo, CA+ Blankinship & Foster, LLC $939.5M · Solana Beach, CA+ Liberty Capital Management Inc $849.5M · Birmingham, MI+ Prime Quadrant $849.3M · Toronto
Memphis, TN
Brentwood, TN
Troy, NY
Assets under management$894.6M$960M$940.7M
Asset growth, last 2 years+38%+72%+39%
Advisory staff1373
Individual clients5742541,763
Assets per client$1.6M$3.8M$534K
Clients per advisor4436588
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack1–2
People on Advicer.bio1373

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

ToolKelman Lazarov IncTranquility Partners, LLCFagan Associates Inc
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
OrionUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Kelman Lazarov Inc: Schwab · Tranquility Partners, LLC: Fidelity, Schwab · Fagan Associates Inc: Schwab