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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 Kirr, Marbach & Company, LLC (swap one in):+ Regis Metro Associates, Inc. $617.8M · San Francisco, CA+ Saling Wealth Advisors $617.7M · Louisville, KY+ Hobart Wealth $558.2M · Charlotte, NC+ Prairie Wealth Advisors, Inc. $558M · Omaha, NE
Columbus, IN
Bellevue, WA
Assets under management$587.7M$617.7M$558M
Asset growth, last 2 years+54%+12%+580%
Advisory staff776
Individual clients179289319
Assets per client$3.3M$2.1M$1.7M
Clients per advisor264153
Main custodianHorizon Bank, N.a.SchwabSchwab
Filing with the SEC since2012 or earlier20142024
Tools in their stack1–1
People on Advicer.bio656

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

ToolKirr, Marbach & Company, LLCCapital Planning, LLCLifegoal Investments, LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Kirr, Marbach & Company, LLC: Horizon Bank, N.a., Schwab, National Bank of Indianapolis · Capital Planning, LLC: Schwab · Lifegoal Investments, LLC: Schwab