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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 Kickstand Wealth Advisors (swap one in):+ Bluechip Wealth Advisors LLC $666.4M · Milton, GA+ Beck Bode LLC $666.4M · Dedham, MA+ Dunhill Financial $601.7M · London+ Giverny Capital Asset Management $599.4M · New York, NY
Pittsford, NY
New York, NY
Overland Park, KS
Assets under management$633.5M$668.7M$665.2M
Asset growth, last 2 years+40%–+20%
Advisory staff588
Individual clients3766378
Assets per client$1.7M$111.5M$1.8M
Clients per advisor75147
Main custodianSchwab–Schwab
Filing with the SEC since202320242012 or earlier
Tools in their stack–1–
People on Advicer.bio617

From each firm's latest Form ADV (Sep 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.

ToolKickstand Wealth AdvisorsStone Temple Partners LLCBcwm
Website Builders
Wix–Uses it–

Custodians on Form ADV: Kickstand Wealth Advisors: Schwab · Stone Temple Partners LLC: none listed · Bcwm: Schwab