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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+ Jsf Financial, LLC $1.97B · Los Angeles, CA+ Tfc Financial Management Inc $1.78B · Boston, MA+ Schaper Benz & Wise Investment Counsel Inc $1.76B · Neenah, WI
Milwaukee, WI
Fayetteville, AR
Brooklyn, NY
Assets under management$1.88B$1.97B$1.97B
Asset growth, last 2 years+93%+78%+7,729%
Advisory staff51426
Individual clients6251,0512,100
Assets per client$3M$1.9M$939K
Clients per advisor1257581
Main custodianSchwabSchwabInteractive Brokers
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack––5
People on Advicer.bio52038

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

ToolKlcm Advisors, Inc.Greenwood Gearhart, LLCMaridea Wealth Management
Custodial Platform
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it
Advisory Fee Billing
AdvicePay––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Klcm Advisors, Inc.: Schwab · Greenwood Gearhart, LLC: Schwab · Maridea Wealth Management: Interactive Brokers