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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 Komich Capital Advisors (swap one in):+ Abundit Wealth $23.8M · San Jose, CA+ Sunrise Wealth Management, LLC $23.7M · Tucson, AZ+ Riede, Tiffany $21.5M+ Capable Wealth, LLC $21.2M · Latham, NY
Ronkonkoma, NY
Franklin, TN
Lone Tree, CO
Assets under management$22.6M$23.8M$23.8M
Asset growth, last 2 years–––
Advisory staff123
Individual clients8812126
Assets per client$257K$196K$914K
Clients per advisor88619
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack–––
People on Advicer.bio124

From each firm's latest Form ADV (Mar 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

Advisory staff

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.