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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):+ Kipos Wealth $107.5M · Denton, TX+ The Helix Financial Group $106.8M · Carrolltron, TX+ Niles Asset Management, Inc $96.4M+ Linden Rose Investment LLC $96.4M
The Woodlands, TX
Austin, TX
Kingwood, TX
Assets under management$101.5M$107.2M$96.1M
Asset growth, last 2 years–+0%–
Advisory staff122
Individual clients321333128
Assets per client$316K$322K$751K
Clients per advisor32116764
Main custodian–Schwab–
Filing with the SEC since202620212026
Tools in their stack22–
People on Advicer.bio232

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

ToolKoinonia FinancialTurner Capital Investments, LLCLifeplan Financial Services, LP
Schedule Apps
Calendly–Uses it–
OnceHubUses it––
Legacy Planning
EverplansUses it––
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Koinonia Financial: none listed · Turner Capital Investments, LLC: Schwab · Lifeplan Financial Services, LP: none listed