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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+ Bcwm $665.2M · Overland Park, KS+ Dunhill Financial $601.7M · London+ Giverny Capital Asset Management $599.4M · New York, NY
Pittsford, NY
New York, NY
Dedham, MA
Assets under management$633.5M$668.7M$666.4M
Asset growth, last 2 years+40%–+20%
Advisory staff5816
Individual clients3766968
Assets per client$1.7M$111.5M$688K
Clients per advisor75161
Main custodianSchwab–Schwab
Filing with the SEC since202320242016
Tools in their stack–14
People on Advicer.bio6117

From each firm's latest Form ADV (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.

ToolKickstand Wealth AdvisorsStone Temple Partners LLCBeck Bode LLC
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
CRM
HubSpot––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Kickstand Wealth Advisors: Schwab · Stone Temple Partners LLC: none listed · Beck Bode LLC: Schwab, LPL Financial, Altruist