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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 Kj Capital Management LLC (swap one in):+ Altitude Wealth Management, LLC $112.7M · Denver, CO+ Aria Wealth Partners $112.3M · Charlottesville, VA+ Sycamore Financial Advisors, Inc. $101.6M · Jackson, TN+ Thalassa Capital LLC $101.6M · Bend, OR
Raleigh, NC
Ooltewah, TN
Assets under management$107M$112.5M$112.5M
Asset growth, last 2 years+35%+9%+317%
Advisory staff174
Individual clients66142262
Assets per client$1.6M$792K$429K
Clients per advisor662066
Main custodianSchwab–Schwab
Filing with the SEC since201620232020
Tools in their stack––1
People on Advicer.bio134

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

ToolKj Capital Management LLCEvergreen Wealth AdvisorsGenesis Investments
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Kj Capital Management LLC: Schwab · Evergreen Wealth Advisors: none listed · Genesis Investments: Schwab