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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+ Sequentis Capital LLC $101.5M · Boston, MA
Raleigh, NC
Bend, OR
Assets under management$107M$112.5M$101.6M
Asset growth, last 2 years+35%+9%+30%
Advisory staff172
Individual clients6614270
Assets per client$1.6M$792K$1.5M
Clients per advisor662035
Main custodianSchwab–Schwab
Filing with the SEC since201620232013
Tools in their stack–––
People on Advicer.bio132

From each firm's latest Form ADV (Mar 2026, Sep 2026, Apr 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 · Thalassa Capital LLC: Schwab