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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 Kenney Investments Inc (swap one in):+ Arcadia Investment Advisors, LLC $345.8M · Eagle, ID+ Archway Wealth Management, LLC $345.7M · Kirkwood, MO+ Monere Wealth Management, Inc. $312M · Schaumburg, IL+ Glass Wealth Management Co., LLC $311.9M · San Antonio, TX
Northfield, IL
Saratoga Springs, NY
Pewaukee, WI
Assets under management$328.5M$345.6M$345.3M
Asset growth, last 2 years+16%+67%+53%
Advisory staff255
Individual clients33328283
Assets per client$10M$1.1M$1.2M
Clients per advisor176657
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–41
People on Advicer.bio265

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

ToolKenney Investments IncContinuum Wealth Advisors, LLCFortress Planning Group
Advisor Lead Gen
Wealthtender–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–
Prospecting
Wealthfeed–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Kenney Investments Inc: Schwab, Merrill · Continuum Wealth Advisors, LLC: Schwab · Fortress Planning Group: none listed