Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Topsail Wealth Management LLC $1.31B · Charlotte, NC+ Madison Partners $1.3B · Madison, WI+ Crusonia Wealth Advisors LLC $1.18B · Denver, CO+ Dinuzzo Private Wealth, Inc. $1.18B · Beaver, PA
Louisville, KY
Dallas, TX
Reno, NV
Assets under management$1.24B$1.3B$1.31B
Asset growth, last 2 years+41%+38%+35%
Advisory staff2182
Individual clients3,9951,0521,301
Assets per client$311K$1.2M$1M
Clients per advisor190132651
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack–4–
People on Advicer.bio2787

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 GroupNavellier & Associates Inc
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses 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 · Navellier & Associates Inc: Schwab