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 Kreitler Financial LLC (swap one in):+ Freedom Day Solutions, LLC $615.3M · Houston, TX+ Mystic Asset Management $614.6M · Warwick, RI+ O'rourke & Company, Incorporated $555.1M · Boston, MA+ Premier Wealth Advisors, LLC $555.1M · New York, NY
New Haven, CT
La Jolla, CA
Altoona, PA
Assets under management$584.9M$614.8M$555.6M
Asset growth, last 2 years+34%+34%+35%
Advisory staff576
Individual clients173269309
Assets per client$3.4M$2.3M$1.8M
Clients per advisor353852
Main custodianRaymond JamesFidelityRaymond James
Filing with the SEC since20202012 or earlier2022
Tools in their stack1101
People on Advicer.bio468

From each firm's latest Form ADV (Mar 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.

ToolKreitler Financial LLCFinancial Alternatives, Inc.Kooman & Associates
Custodial Platform
Charles Schwab–Uses itUses it
Vanguard–Uses it–
Wealthscape (Fidelity)–Uses it–
Client Data Gathering
PreciseFP–Uses it–
Client File Sharing
ShareFile–Uses it–
CRM
Envestnet TamaracUses itUses it–
Equity Compensation
StockOpter–Uses it–
Financial Planning
eMoney–Uses it–
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Kreitler Financial LLC: Raymond James, TIAA-Cref Individual & Institutional Services, LLC · Financial Alternatives, Inc.: Fidelity, Schwab · Kooman & Associates: Raymond James, Schwab