Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Kokua Capital Management (swap one in):+ Spectrum Financial Resources $235.3M · Troy, MI+ Promethium $235.3M · Bethesda, MD+ Bck Partners, Inc. $212.7M · Corning, NY+ Gibraltar Wealth Management, LLC $212.7M · Abington, PA
Zurich
Watertown, SD
Assets under management$223.9M$235.2M$235.2M
Asset growth, last 2 years+99%+44%+25%
Advisory staff245
Individual clients95129843
Assets per client$2.4M$1.8M$279K
Clients per advisor4832169
Main custodianSchwabBank Vontobel AgSchwab
Filing with the SEC since20222012 or earlier2020
Tools in their stack1–4
People on Advicer.bio2–5

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

ToolKokua Capital ManagementWhvpBig Sioux Wealth Management
Custodial Platform
Charles Schwab––Uses it
Email & Office Suites
Microsoft 365––Uses it
Performance Reporting
Addepar––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Kokua Capital Management: Schwab · Whvp: Bank Vontobel Ag, Dreyfus Soehne & Cie Ag, Banquiers, Kaiser Partner Privatbank Ag · Big Sioux Wealth Management: Schwab, Ascensus