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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 Krs Capital Management, LLC (swap one in):+ Prestige Wealthwide, LLC $198.5M · Lehi, UT+ Pmg Wealth Management $198.3M · Hawthorn Woods, IL+ Beers Kight Financial Advisors, LLC $179.4M · Columbia, SC+ Waystone Advisors LLC $179.3M
Bloomfield Hills, MI
Livonia, MI
Thousand Oaks, CA
Assets under management$188.9M$199.4M$198.4M
Asset growth, last 2 years+108%+57%+32%
Advisory staff133
Individual clients42188191
Assets per client$4.5M$1.1M$1M
Clients per advisor426364
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack––3
People on Advicer.bio132

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

ToolKrs Capital Management, LLCCnd FinancialCedarstone Advisors
CRM
Envestnet Tamarac––Uses it
TAMP
Savant Wealth Partners––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Krs Capital Management, LLC: Schwab · Cnd Financial: Schwab · Cedarstone Advisors: Schwab