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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 Kodiak Capital Advisors LLC (swap one in):+ Ignis Capital Advisors LLC $6.1M · Las Vegas, NV+ Investment Resources Center $6.1M · Palatine, IL+ Keller Wealth Management LLC $5.5M+ Sedona Asset Management Services, LLC $5.5M
New York, NY
Assets under management$5.8M$6.1M$5.5M
Asset growth, last 2 years–––
Advisory staff115
Individual clients–318,441
Assets per client–$197K$654.2312522213008
Clients per advisor–311,688
Main custodian––Drivewealth, LLC
Filing with the SEC since202620262022
Tools in their stack–5–
People on Advicer.bio21–

From each firm's latest Form ADV (Jun 2026, Feb 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.

ToolKodiak Capital Advisors LLCHoneygo FinancialRevolut Wealth Inc.
Advisory Fee Billing
AdvicePay–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Kodiak Capital Advisors LLC: none listed · Honeygo Financial: none listed · Revolut Wealth Inc.: Drivewealth, LLC