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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+ Archambo Financial Advisors, Inc. $163.1M · Bartlesville, OK
White Bear Township, MN
Mount Arlington, NJ
Black Mountain, NC
Assets under management$171.8M$180.5M$162.9M
Asset growth, last 2 years––+56%
Advisory staff222
Individual clients133239242
Assets per client$1.3M$755K$673K
Clients per advisor67120121
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since202420242022
Tools in their stack212
People on Advicer.bio122

From each firm's latest Form ADV (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.

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

Custodians on Form ADV: Koob Wealth Management, LLC: LPL Financial · Roxbury Financial: Fidelity · Collie Financial Planning, Inc.: Schwab