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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 Key Concerns Inc (swap one in):+ Bush River Trust, LLC $23M · Hunt Valley, MD+ Mkg Capital Management, LLC $23M+ Context Financial LLC $20.8M · Lexington, KY+ Fsg Wealth Advisors, LLC $20.8M · Memphis, TN
Wyandotte, MI
New York, NY
Assets under management$21.9M$23M$20.8M
Asset growth, last 2 years––−30%
Advisory staff211
Individual clients188129
Assets per client$117K$1.9M$2.3M
Clients per advisor94129
Main custodian––Hilltop Securities Inc.
Filing with the SEC since202620262022
Tools in their stack–4–
People on Advicer.bio211

From each firm's latest Form ADV (Mar 2026, Jun 2024). 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.

ToolKey Concerns IncPanoramic Financial PlanningPrecession Capital Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–
Tax Planning
ProConnect–Uses it–

Custodians on Form ADV: Key Concerns Inc: none listed · Panoramic Financial Planning: none listed · Precession Capital Management, LLC: Hilltop Securities Inc., J.P. Morgan