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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 Koob Wealth Management, LLC (swap one in):+ Cyr Financial Inc. $180.5M · Hennepin, IL+ Woloshin Investment Management, LLC $180.4M · Medford, NJ+ Integrity Wealth Management, Inc. $163.2M · Spokane, WA+ Collie Financial Planning, Inc. $162.9M · Black Mountain, NC
White Bear Township, MN
Mount Arlington, NJ
Bartlesville, OK
Assets under management$171.8M$180.5M$163.1M
Asset growth, last 2 years––+3%
Advisory staff223
Individual clients133239197
Assets per client$1.3M$755K$828K
Clients per advisor6712066
Main custodianLPL FinancialFidelity–
Filing with the SEC since202420242012 or earlier
Tools in their stack211
People on Advicer.bio123

From each firm's latest Form ADV (Feb 2026, Mar 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.

ToolKoob Wealth Management, LLCRoxbury FinancialArchambo Financial Advisors, Inc.
Website Builders
Squarespace–Uses it–
Wix––Uses it
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Digital Marketing
Snappy KrakenUses it––

Custodians on Form ADV: Koob Wealth Management, LLC: LPL Financial · Roxbury Financial: Fidelity · Archambo Financial Advisors, Inc.: none listed