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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 Kreitler Financial LLC (swap one in):+ Trevian Wealth Management, LLC $615.5M+ Freedom Day Solutions, LLC $615.3M · Houston, TX+ Kooman & Associates $555.6M · Altoona, PA+ O'rourke & Company, Incorporated $555.1M · Boston, MA
New Haven, CT
La Jolla, CA
Warwick, RI
Assets under management$584.9M$614.8M$614.6M
Asset growth, last 2 years+34%+34%+114%
Advisory staff572
Individual clients173269131
Assets per client$3.4M$2.3M$4.7M
Clients per advisor353866
Main custodianRaymond JamesFidelitySchwab
Filing with the SEC since20202012 or earlier2014
Tools in their stack110–
People on Advicer.bio462

From each firm's latest Form ADV (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.

ToolKreitler Financial LLCFinancial Alternatives, Inc.Mystic Asset Management
Custodial Platform
Charles Schwab–Uses 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 · Mystic Asset Management: Schwab