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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 Kennon Financial (swap one in):+ Wealth Pro Advisors, Inc. $317.5M · Sarasota, FL+ Marcellus Investment Managers Private Limited $315.2M · Mumbai, Maharashtra+ Physician Family Financial Advisors Inc $284.9M · Beaverton, OR+ Peninsula Asset Management Inc $284.1M · Bradenton, FL
Sarasota, FL
Coral Gables, FL
Ponte Vedra, FL
Assets under management$300M$317.8M$284.6M
Asset growth, last 2 years+22%+19%+195%
Advisory staff151
Individual clients741179182
Assets per client$405K$1.8M$1.6M
Clients per advisor74136182
Main custodianSchwabSchwabInteractive Brokers
Filing with the SEC since20192012 or earlier2020
Tools in their stack–4–
People on Advicer.bio141

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

ToolKennon FinancialMeira WealthLighthouse Retirement
Client Data Gathering
Asset-Map–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Kennon Financial: Schwab · Meira Wealth: Schwab, Fidelity · Lighthouse Retirement: Interactive Brokers, Schwab