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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 Klcm Advisors, Inc. (swap one in):+ Lee Danner & Bass Inc $1.98B · Nashville, TN+ Maridea Wealth Management $1.97B · Brooklyn, NY+ Tfc Financial Management Inc $1.78B · Boston, MA+ Schaper Benz & Wise Investment Counsel Inc $1.76B · Neenah, WI
Milwaukee, WI
Fayetteville, AR
Los Angeles, CA
Assets under management$1.88B$1.97B$1.97B
Asset growth, last 2 years+93%+78%+34%
Advisory staff51413
Individual clients6251,051791
Assets per client$3M$1.9M$2.5M
Clients per advisor1257561
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio52012

From each firm's latest Form ADV (Mar 2026, Jul 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: Klcm Advisors, Inc.: Schwab · Greenwood Gearhart, LLC: Schwab · Jsf Financial, LLC: Fidelity