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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 Kiel Investment Company (swap one in):+ Velev Advisors $1.7M+ Trimingham Financial $1.7M+ Dehoff Wealth Advisory LLC $1.5M+ Pnl Investments $1.5M
Assets under management$1.6M$1.7M$1.5M
Asset growth, last 2 years–––
Advisory staff111
Individual clients6412
Assets per client$268K$424K$127K
Clients per advisor6412
Main custodian–––
Filing with the SEC since202620192026
Tools in their stack1–1
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Feb 2024, Apr 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

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.

ToolKiel Investment CompanyUpside Lab Advisors Inc.Phan Capital
Financial Planning
RightCapital (Right Capital)––Uses it
Website Builders
WixUses it––