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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 Kirk Capital Advisors LLC (swap one in):+ Advantage Investment Management $215.4M · Louisville, KY+ Illumine Investment Management, LLC $215.2M · Poulsbo, WA+ Liberty Financial Group, Inc. $194.3M · Elm Grove, WI+ Drum Hill Capital, LLC $194.3M · Westport, CT
Vienna, VA
Shelby, NC
St Petersburg, FL
Assets under management$204.9M$215.4M$194.6M
Asset growth, last 2 years+37%+45%+70%
Advisory staff4312
Individual clients135310283
Assets per client$1.5M$695K$688K
Clients per advisor3410324
Main custodianPershing–Wells Fargo
Filing with the SEC since202320202021
Tools in their stack23–
People on Advicer.bio2311

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

ToolKirk Capital Advisors LLCGragg FinancialAmuni Financial, Inc.
CRM
Envestnet TamaracUses it––
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Kirk Capital Advisors LLC: Pershing, Schwab · Gragg Financial: none listed · Amuni Financial, Inc.: Wells Fargo