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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):+ Haven Private $428.1M · Orlando, FL+ Abound Financial $428M · Granite Bay, CA+ 1836 Asset Management, LLC $386.6M · Garland, TX+ Canter Wealth $386.5M · La Jolla, CA
Westlake, OH
Cincinnati, OH
Akron, OH
Assets under management$406.9M$431.9M$428.7M
Asset growth, last 2 years+19%–+25%
Advisory staff257
Individual clients117120591
Assets per client$3.5M$3.6M$725K
Clients per advisor592484
Main custodianSchwab–LPL Financial
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–3–
People on Advicer.bio1510

From each firm's latest Form ADV (Feb 2026, Sep 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, LLCSymphony Financial Services, Inc.
CRM
SS&C Black Diamond–Uses it–
Performance Reporting
Addepar–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Keystone Financial Planning, Inc: Schwab, Nationwide Advisory Solutions · Argentarii, LLC: none listed · Symphony Financial Services, Inc.: LPL Financial, Voya Financial