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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 Kpc Terrapin Group LLC (swap one in):+ Rapport Financial, LLC $51.2M · San Francisco, CA+ Majestic Oak Financial, LLC $51.1M+ Brilliant Financial Strategies LLC $46.2M+ Spencer Smith Asset Management, Inc. $46.2M
New York, NY
Staten Island, NY
New York, NY
Assets under management$48.7M$51.6M$46.1M
Asset growth, last 2 years+38%+91%+27%
Advisory staff122
Individual clients239140
Assets per client$2.1M$567K$1.2M
Clients per advisor234620
Main custodianPershingSchwabSchwab
Filing with the SEC since201620222023
Tools in their stack–2–
People on Advicer.bio–32

From each firm's latest Form ADV (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.

ToolKpc Terrapin Group LLCPurevestIntegrity Advisory Partners LLC
Digital Marketing
Mailchimp–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Kpc Terrapin Group LLC: Pershing, Schwab · Purevest: Schwab · Integrity Advisory Partners LLC: Schwab