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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 Keystone Financial (swap one in):+ Thetford Investment Management, Inc. $53.8M+ Cf Financial $53.8M · Fort Worth, TX+ Key Wealth Management, Inc. $48.6M · Wexford, PA+ Cds James Investments, LLC $48.6M · New Orleans, LA
Eau Claire, WI
Assets under management$51.2M$53.8M$53.8M
Asset growth, last 2 years–+53%–
Advisory staff214
Individual clients239160106
Assets per client$214K$336K$508K
Clients per advisor12016027
Main custodian–Altruist–
Filing with the SEC since202620212026
Tools in their stack251
People on Advicer.bio214

From each firm's latest Form ADV (Aug 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.

ToolKeystone FinancialIntrepid Wealth Partners, LLCLong Bridge Capital Management
Client Data Gathering
Asset-Map–Uses it–
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Altruist–Uses it–
Financial Planning
Hazel–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses itUses it–
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Keystone Financial: none listed · Intrepid Wealth Partners, LLC: Altruist · Long Bridge Capital Management: none listed