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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 Kenora Financial, LLC (swap one in):+ Central Pine Capital, LLC $332.4M · Cedarhurst, NY+ Gen Financial Management Inc. $331.8M · Plymouth, MN+ Kennon Financial $300M · Sarasota, FL+ Alliant Securities, Inc. Turner, Nord, Kienbaum $300M · Liberty Lake, WA
Des Plaines, IL
Loves Park, IL
Fairfield, CA
Assets under management$315.8M$333.1M$331.9M
Asset growth, last 2 years+36%+31%–
Advisory staff333
Individual clients190314456
Assets per client$1.7M$1.1M$728K
Clients per advisor63105152
Main custodianSchwab–LPL Financial
Filing with the SEC since20182012 or earlier2024
Tools in their stack1–2
People on Advicer.bio433

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

ToolKenora Financial, LLCDibenedetto & Associates LTDSolano Wealth Advisors
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)––Uses it
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Kenora Financial, LLC: Schwab · Dibenedetto & Associates LTD: none listed · Solano Wealth Advisors: LPL Financial