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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+ Conquis Financial LLC $280M · Millbrae, CA
Calabasas, CA
Thousand Oaks, CA
Santa Monica, CA
Assets under management$295M$310M$280.1M
Asset growth, last 2 years+72%+38%+29%
Advisory staff234
Individual clients167224187
Assets per client$1.8M$1.4M$1.5M
Clients per advisor847547
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack––2
People on Advicer.bio224

From each firm's latest Form ADV (Mar 2026, Jul 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 ServicesVictus Capital Wealth
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Krane Financial Solutions: Schwab · Mfa Wealth Services: none listed · Victus Capital Wealth: Schwab