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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 Krane Financial Solutions (swap one in):+ Kensington Investment Counsel $310.2M · Long Beach, CA+ Nri Wealth Management, LLC $309.8M · Santa Clara, CA+ Wwm Advisory Inc. $280.1M · Culver City, CA+ Victus Capital Wealth $280.1M · Santa Monica, CA
Calabasas, CA
Thousand Oaks, CA
Millbrae, CA
Assets under management$295M$310M$280M
Asset growth, last 2 years+72%+38%+35%
Advisory staff232
Individual clients16722450
Assets per client$1.8M$1.4M$5.6M
Clients per advisor847525
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20162022
Tools in their stack––2
People on Advicer.bio222

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

ToolKrane Financial SolutionsMfa Wealth ServicesConquis Financial LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Vanguard––Uses it

Custodians on Form ADV: Krane Financial Solutions: Schwab · Mfa Wealth Services: none listed · Conquis Financial LLC: Schwab