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 Kubhera Enterprises LLC (swap one in):+ Family Cfo Inc $289.5M+ Grant Koehler & Levin LTD. $289.4M+ Kiplinger Wealth Advisors $261.7M · Springboro, OH+ Bull Oak Capital, LLC $261.6M · Rancho Santa Fe, CA
Princeton, NJ
Moorestown, NJ
Omaha, NE
Assets under management$275.5M$289.6M$289.6M
Asset growth, last 2 years+24%+25%+47%
Advisory staff433
Individual clients238329265
Assets per client$1.2M$880K$1.1M
Clients per advisor6011088
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820172019
Tools in their stack2–1
People on Advicer.bio333

From each firm's latest Form ADV (Mar 2026, Apr 2026, Sep 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 FinancialHiley Hunt Wealth Management, Inc.
Client Data Gathering
Asset-MapUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Kubhera Enterprises LLC: Schwab · Bluefin Financial: Schwab · Hiley Hunt Wealth Management, Inc.: Schwab