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 Keturi Investment Management, LLC (swap one in):+ Boulder Investment Group $72.1M · Overland Park, KS+ Greenport Financial Advisers Inc. $72.1M · North Canton, OH+ Stahl Wealth Management, LLC $65.2M · Lancaster, PA+ Jehm Wealth & Retirement, LLC $65.1M · Simpsonville, SC
Lake Oswego, OR
Istanbul
Allen Park, MI
Assets under management$68.6M$72M$72M
Asset growth, last 2 years–+69%–
Advisory staff511
Individual clients1362121
Assets per client$5.3M$1.2M$595K
Clients per advisor362121
Main custodian–Interactive Brokers–
Filing with the SEC since202620162026
Tools in their stack1–2
People on Advicer.bio2–2

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

ToolKeturi Investment Management, LLCStylus Capital LLCAffinity Financial Advisory
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Keturi Investment Management, LLC: none listed · Stylus Capital LLC: Interactive Brokers · Affinity Financial Advisory: none listed