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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 Group Management, Inc. (swap one in):+ Arroyo Investment Group, LLC $319.5M · Pasadena, CA+ Promontory Financial Planning, LLC $319M · Farmington, UT+ Greenhouse Wealth Management, LLC $288.6M · Westport, CT+ Philip Vongontard, Cfa, LLC $288.5M · St.louis, MO
Fountain Hills, AZ
Fort Collins, CO
San Juan Capistrano, CA
Assets under management$303.8M$319.2M$319.4M
Asset growth, last 2 years+45%+50%−0%
Advisory staff533
Individual clients335252108
Assets per client$907K$1.3M$3M
Clients per advisor678436
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920212012 or earlier
Tools in their stack214
People on Advicer.bio833

From each firm's latest Form ADV (May 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

1 tool 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 FinancialOptivest, Inc.
Custodial Platform
Charles SchwabUses itUses itUses it
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Key Group Management, Inc.: Schwab · Theory Financial: Schwab · Optivest, Inc.: Schwab