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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 Kure Advisory, LLC (swap one in):+ Parker Financial LLC $272M · Silverdale, WA+ Bull Street Advisors $271.9M · Savannah, GA+ Des Moines Investments, LLC $246M · Des Moines, IA+ Sierra Pacific Private Wealth, LLC $245.9M · Pleasanton, CA
Plymouth, MN
Basalt, CO
Knoxville, TN
Assets under management$259M$272M$246M
Asset growth, last 2 years+62%+78%+40%
Advisory staff632
Individual clients397138248
Assets per client$652K$2M$992K
Clients per advisor6646124
Main custodianSchwab–Fidelity
Filing with the SEC since20202012 or earlier2020
Tools in their stack–14
People on Advicer.bio632

From each firm's latest Form ADV (Mar 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.

ToolKure Advisory, LLCRyan InvestmentsRetirement Planning Services
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Altruist––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
GReminders––Uses it

Custodians on Form ADV: Kure Advisory, LLC: Schwab · Ryan Investments: none listed · Retirement Planning Services: Fidelity