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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 Keudell Morrison Wealth Management, LLC (swap one in):+ The Arkansas Financial Group, Inc. $971.1M · Little Rock, AR+ Scott Capital Partners $970.5M · London+ Running Oak Capital LLC $874.7M · Minneapolis, MN+ Leisure Capital Management, Inc. $874M · Costa Mesa, CA
Salem, OR
Weatherford, TX
Troy, MI
Assets under management$921.5M$969.8M$968.7M
Asset growth, last 2 years+27%+105%–
Advisory staff61912
Individual clients766774957
Assets per client$1.2M$1.3M$1M
Clients per advisor1284180
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since201820142024
Tools in their stack337
People on Advicer.bio8199

From each firm's latest Form ADV (Jul 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.

ToolKeudell Morrison Wealth Management, LLCBentoak CapitalCarrera Capital Advisors
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly––Uses it
GReminders–Uses it–
Client File Sharing
ShareFileUses it––
CRM
HubSpot–Uses it–
Digital Marketing
Mailchimp––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Keudell Morrison Wealth Management, LLC: Schwab · Bentoak Capital: LPL Financial · Carrera Capital Advisors: Fidelity