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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 Kenwyck Capital (swap one in):+ Full Circle Financial Planning $7.1M+ Grand Ridge Capital, LLC $7.1M+ Advanced Practice Planning, LLC $6.4M+ Latitude Investment Group $6.3M · Alpharetta, GA
Marietta, GA
Colonia Granada, Mexico City
Newport Beach, CA
Assets under management$6.8M$7.1M$7.1M
Asset growth, last 2 years––−9%
Advisory staff122
Individual clients101821
Assets per client$676K$395K$338K
Clients per advisor10911
Main custodian––Schwab
Filing with the SEC since202620242024
Tools in their stack2––
People on Advicer.bio112

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

ToolKenwyck CapitalBerlin Wealth Group AdvisorsUnity Wealth Partners
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Kenwyck Capital: none listed · Berlin Wealth Group Advisors: none listed · Unity Wealth Partners: Schwab