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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):+ Bryan Investments, LLC $51.2M+ Majestic Oak Financial, LLC $51.1M+ Brilliant Financial Strategies LLC $46.2M+ Integrity Advisory Partners LLC $46.1M · New York, NY
New York, NY
Staten Island, NY
San Francisco, CA
Assets under management$48.7M$51.6M$51.2M
Asset growth, last 2 years+38%+91%–
Advisory staff121
Individual clients239129
Assets per client$2.1M$567K$1.8M
Clients per advisor234629
Main custodianPershingSchwab–
Filing with the SEC since201620222026
Tools in their stack–24
People on Advicer.bio–31

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 LLCPurevestRapport Financial, LLC
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Kpc Terrapin Group LLC: Pershing, Schwab · Purevest: Schwab · Rapport Financial, LLC: none listed