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 Key Group Management, Inc. (swap one in):+ Optivest, Inc. $319.4M · San Juan Capistrano, CA+ Promontory Financial Planning, LLC $319M · Farmington, UT+ Philip Vongontard, Cfa, LLC $288.5M · St.louis, MO+ Financial Guidance Group, Inc. $288.4M
Fountain Hills, AZ
Fort Collins, CO
Westport, CT
Assets under management$303.8M$319.2M$288.6M
Asset growth, last 2 years+45%+50%+31%
Advisory staff531
Individual clients33525271
Assets per client$907K$1.3M$4.1M
Clients per advisor678471
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920212019
Tools in their stack211
People on Advicer.bio831

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

ToolKey Group Management, Inc.Theory FinancialGreenhouse Wealth Management, LLC
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoneyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Key Group Management, Inc.: Schwab · Theory Financial: Schwab · Greenhouse Wealth Management, LLC: Schwab