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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 Koinonia Financial (swap one in):+ Carrington Advisors, LLC $107.7M · Dallas, TX+ The Helix Financial Group $106.8M · Carrolltron, TX+ Niles Asset Management, Inc $96.4M+ Lifeplan Financial Services, LP $96.1M · Kingwood, TX
The Woodlands, TX
Austin, TX
Denton, TX
Assets under management$101.5M$107.2M$107.5M
Asset growth, last 2 years–+0%+277%
Advisory staff122
Individual clients32133398
Assets per client$316K$322K$1.1M
Clients per advisor32116749
Main custodian–SchwabSchwab
Filing with the SEC since202620212022
Tools in their stack224
People on Advicer.bio232

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

ToolKoinonia FinancialTurner Capital Investments, LLCKipos Wealth
Schedule Apps
Calendly–Uses itUses it
OnceHubUses it––
Website Builders
Squarespace––Uses it
Webflow–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Legacy Planning
EverplansUses it––

Custodians on Form ADV: Koinonia Financial: none listed · Turner Capital Investments, LLC: Schwab · Kipos Wealth: Schwab