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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 Kpp Advisory Services LLC (swap one in):+ Navellier & Associates Inc $1.31B · Reno, NV+ Topsail Wealth Management LLC $1.31B · Charlotte, NC+ Crusonia Wealth Advisors LLC $1.18B · Denver, CO+ Dinuzzo Private Wealth, Inc. $1.18B · Beaver, PA
Louisville, KY
Dallas, TX
Madison, WI
Assets under management$1.24B$1.3B$1.3B
Asset growth, last 2 years+41%+38%+133%
Advisory staff21817
Individual clients3,9951,0522,042
Assets per client$311K$1.2M$638K
Clients per advisor190132120
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since20172012 or earlier2020
Tools in their stack–43
People on Advicer.bio27842

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

ToolKpp Advisory Services LLCBeacon Financial GroupMadison Partners
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Client File Sharing
ShareFile––Uses it
Financial Planning
eMoney–Uses itUses it
Portfolio Management
NDEX–Uses it–
Schedule Apps
Acuity Scheduling–Uses it–

Custodians on Form ADV: Kpp Advisory Services LLC: LPL Financial · Beacon Financial Group: Schwab, Fidelity · Madison Partners: Fidelity, Schwab