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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):+ Genesis Investments $112.5M · Ooltewah, TN+ Aria Wealth Partners $112.3M · Charlottesville, VA+ Sycamore Financial Advisors, Inc. $101.6M · Jackson, TN+ Thalassa Capital LLC $101.6M · Bend, OR
Raleigh, NC
Boston, MA
Assets under management$107M$112.5M$101.5M
Asset growth, last 2 years+35%+9%+391%
Advisory staff173
Individual clients6614290
Assets per client$1.6M$792K$1.1M
Clients per advisor662030
Main custodianSchwab–Schwab
Filing with the SEC since201620232018
Tools in their stack–––
People on Advicer.bio133

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

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