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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 Kinloch Capital, LLC (swap one in):+ Ferguson-Johnson Wealth Management, Inc. $316.4M · Rockville, MD+ First Oak Wealth Management, LLC $316.2M · Raleigh, NC+ Lotusgroup Advisors $286M · Denver, CO+ Preston Wealth Advisors, LLC. $286M · Reston, VA
Glen Allen, VA
Bellevue, WA
Spokane, WA
Assets under management$301.1M$316.2M$285.8M
Asset growth, last 2 years+38%+143%+32%
Advisory staff514
Individual clients18568572
Assets per client$1.6M$4.7M$500K
Clients per advisor3768143
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920212020
Tools in their stack2–2
People on Advicer.bio414

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.

ToolKinloch Capital, LLCWealthcollabFinancial Forum, Inc.
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Kinloch Capital, LLC: Schwab · Wealthcollab: Schwab · Financial Forum, Inc.: Schwab