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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 Krehbiel Financial LLC (swap one in):+ Hachiko Financial USA Corp. $62.4M · Coral Gables, FL+ Kendall Wealth LLC $62M · Cambridge, MA+ Stone Fortress Wealth Strategies $56.1M+ Bay Capital $56.1M · Tampa, FL
Satellite Beach, FL
Sunrise, FL
Cooper City, FL
Assets under management$59.1M$62.2M$62.1M
Asset growth, last 2 years–––
Advisory staff222
Individual clients41187225
Assets per client$1.4M$333K$276K
Clients per advisor2194113
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack2–4
People on Advicer.bio222

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jan 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.

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.

ToolKrehbiel Financial LLCAsset Protection GroupEverest Financial Advisors, LLC
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
RightCapital (Right Capital)Uses it–Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
GReminders––Uses it
Website Builders
WixUses it––