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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 Kramer Investment Services, LLC (swap one in):+ Coastal Way Financial Group, LLC $66.2M · West Palm Beach, FL+ Morris Wealth Management $66.2M · Anderson, CA+ Syman-Degler Group, LLC $59.8M · Eugene, OR+ Larson Wealth Management, LLC $59.2M · West Bend, WI
Lake Geneva, WI
West Palm Beach, FL
Assets under management$63M$66.2M$59.8M
Asset growth, last 2 years–+33%+9%
Advisory staff132
Individual clients507512
Assets per client$124K$1.3M$29.9M
Clients per advisor507171
Main custodian–SchwabSchwab
Filing with the SEC since202620222018
Tools in their stack––1
People on Advicer.bio132

From each firm's latest Form ADV (Apr 2026, Aug 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.

ToolKramer Investment Services, LLCIsgam US LLCCwm Partners, LLC
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Kramer Investment Services, LLC: none listed · Isgam US LLC: Schwab · Cwm Partners, LLC: Schwab