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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 King Financial (swap one in):+ Paragon Financial Advisors $113M · Newton, MA+ Municipal Asset Management Inc $112.8M · Rye Brook, NY+ Faire Capital Group $101.8M · Gig Harbor, WA+ Clear Wealth Management $101.8M
Denver, CO
Ooltewah, TN
Assets under management$107.2M$112.7M$112.5M
Asset growth, last 2 years––+317%
Advisory staff314
Individual clients69502262
Assets per client$1.6M$225K$429K
Clients per advisor2350266
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack––1
People on Advicer.bio314

From each firm's latest Form ADV (Oct 2026, Jul 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

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.

ToolKing FinancialAltitude Wealth Management, LLCGenesis Investments
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: King Financial: none listed · Altitude Wealth Management, LLC: none listed · Genesis Investments: Schwab