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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):+ Integrity Capital Management $180.5M · Kingsport, TN+ Cyr Financial Inc. $180.5M · Hennepin, IL+ Integrity Wealth Management, Inc. $163.2M · Spokane, WA+ Archambo Financial Advisors, Inc. $163.1M · Bartlesville, OK
White Bear Township, MN
Mount Arlington, NJ
Medford, NJ
Assets under management$171.8M$180.5M$180.4M
Asset growth, last 2 years––+65%
Advisory staff223
Individual clients133239361
Assets per client$1.3M$755K$500K
Clients per advisor67120120
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since202420242022
Tools in their stack21–
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 FinancialWoloshin Investment Management, LLC
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Digital Marketing
Snappy KrakenUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Koob Wealth Management, LLC: LPL Financial · Roxbury Financial: Fidelity · Woloshin Investment Management, LLC: Schwab