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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 Planning, Inc (swap one in):+ Symphony Financial Services, Inc. $428.7M · Akron, OH+ Abound Financial $428M · Granite Bay, CA+ 1836 Asset Management, LLC $386.6M · Garland, TX+ Skyline Advisors, Inc. $386.5M · Bellingham, WA
Westlake, OH
Cincinnati, OH
La Jolla, CA
Assets under management$406.9M$431.9M$386.5M
Asset growth, last 2 years+19%–+28%
Advisory staff257
Individual clients117120278
Assets per client$3.5M$3.6M$1.4M
Clients per advisor592440
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20242015
Tools in their stack–34
People on Advicer.bio157

From each firm's latest Form ADV (Feb 2026, Sep 2026, Aug 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 Financial Planning, IncArgentarii, LLCCanter Wealth
CRM
Envestnet Tamarac––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Performance Reporting
Addepar–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Keystone Financial Planning, Inc: Schwab, Nationwide Advisory Solutions · Argentarii, LLC: none listed · Canter Wealth: Schwab