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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 Koehler Financial Services, Inc. (swap one in):+ Access Advisory Group LLC $38.2M · Oklahoma City, OK+ Tailwind Wealth Management, LLC $38.2M+ Felton & Peel Wealth Management, Inc. $34.5M · Atlanta, GA+ Dhyan Capital Management $34.5M
Stevensville, MI
Prior Lake, MN
Atlanta, GA
Assets under management$36.4M$38.2M$34.5M
Asset growth, last 2 years−5%––
Advisory staff111
Individual clients3298749
Assets per client$110K$439K$705K
Clients per advisor3298749
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––3
People on Advicer.bio1–1

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

ToolKoehler Financial Services, Inc.Icon FinancialEarn Into Wealth Strategies
Client File Sharing
Dropbox––Uses it
Custodial Platform
Citi––Uses it
Schedule Apps
OnceHub––Uses it