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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 Kendall Capital Management (swap one in):+ Dahring | Cusmano and Associates $781.4M · Novi, MI+ West Michigan Advisors $781.3M · Holland, MI+ Dodds Wealth, LLC $706.2M · Greenwood Village, CO+ Northcape Wealth Management $706.1M · Williamsville, NY
Rockville, MD
Hunt Valley, MD
Fresno, CA
Assets under management$743.9M$790.1M$781.8M
Asset growth, last 2 years+43%+27%+73%
Advisory staff747
Individual clients352281470
Assets per client$2.1M$2.8M$1.7M
Clients per advisor507067
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack213
People on Advicer.bio757

From each firm's latest Form ADV (Oct 2026, Feb 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.

ToolKendall Capital ManagementMarathon Capital ManagementWhelan Financial
Client File Sharing
ShareFile––Uses it
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it–Uses it
Portfolio Management
Orion–Uses itUses it

Custodians on Form ADV: Kendall Capital Management: Schwab · Marathon Capital Management: Schwab, Fidelity · Whelan Financial: Schwab