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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 Kline Capital Management LLC (swap one in):+ Sound Wealth LLC $28.5M · Marlton, NJ+ Reigate Investors LLC $28.5M+ Buena Vista Investment Management LLC $25.7M · Wisconsin Rapids, WI+ Provident Wealth Management Inc $25.7M · Erie, PA
Northfield, IL
Moorestown, NJ
Assets under management$27.1M$28.5M$28.5M
Asset growth, last 2 years+139%–−33%
Advisory staff111
Individual clients303062
Assets per client$905K$950K$460K
Clients per advisor303062
Main custodian–––
Filing with the SEC since2012 or earlier20262012 or earlier
Tools in their stack–4–
People on Advicer.bio111

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

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.

ToolKline Capital Management LLCPurpose BuiltFried Asset Management, Inc.
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–