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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 Kubhera Enterprises LLC (swap one in):+ Family Cfo Inc $289.5M+ Grant Koehler & Levin LTD. $289.4M+ Kiplinger Wealth Advisors $261.7M · Springboro, OH+ Convoy Investments, LLC $261.6M
Princeton, NJ
Moorestown, NJ
Rancho Santa Fe, CA
Assets under management$275.5M$289.6M$261.6M
Asset growth, last 2 years+24%+25%+67%
Advisory staff434
Individual clients238329125
Assets per client$1.2M$880K$2.1M
Clients per advisor6011031
Main custodianSchwabSchwabAltruist
Filing with the SEC since201820172022
Tools in their stack2––
People on Advicer.bio335

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

ToolKubhera Enterprises LLCBluefin FinancialBull Oak Capital, LLC
Client Data Gathering
Asset-MapUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Kubhera Enterprises LLC: Schwab · Bluefin Financial: Schwab · Bull Oak Capital, LLC: Altruist