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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 Kilterhowling LLC (swap one in):+ Compass Wealth Management, LLC $307.7M · Atlanta, GA+ Prepared Retirement Institute LLC $307.6M · Montgomeryville, PA+ Ironwood Investment Management, LLC $278.2M · Boston, MA+ Spectrum Financial Management $278.1M · San Rafael, CA
Boulder, CO
Denver, CO
Ormond Beach, FL
Assets under management$292.9M$308.7M$307.7M
Asset growth, last 2 years+34%+39%+32%
Advisory staff4510
Individual clients203511526
Assets per client$1.4M$604K$585K
Clients per advisor5110253
Main custodianSchwabFidelityFidelity
Filing with the SEC since202020192012 or earlier
Tools in their stack3–2
People on Advicer.bio5512

From each firm's latest Form ADV (Mar 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.

ToolKilterhowling LLCSynergy Financial Partners, LLCHolland Advisory Services, Inc.
Client Data Gathering
Jotform––Uses it
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Kilterhowling LLC: Schwab, Fidelity · Synergy Financial Partners, LLC: Fidelity · Holland Advisory Services, Inc.: Fidelity