Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Ketron Financial LLC (swap one in):+ Tilia Fiduciary Partners, Inc. $403.7M · Wilmington, NC+ Sweeney Financial Advisors $403.2M · Bedford, NH+ Fpc Investment Advisory, Inc. $364.6M · Petaluma, CA+ Sierra Investment Management, LLC $360.9M · Santa Monica, CA
Novato, CA
Bainbridge Island, WA
Boston, MA
Assets under management$384M$403.5M$403.5M
Asset growth, last 2 years–+97%+89%
Advisory staff362
Individual clients25227389
Assets per client$1.5M$1.5M$4.5M
Clients per advisor844645
Main custodian–SchwabFidelity
Filing with the SEC since202420222012 or earlier
Tools in their stack–3–
People on Advicer.bio274

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

ToolKetron Financial LLCHidden Cove Wealth ManagementMad River Investors
Client Data Gathering
Jotform–Uses it–
CRM
SS&C Black Diamond–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Ketron Financial LLC: none listed · Hidden Cove Wealth Management: Schwab · Mad River Investors: Fidelity