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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 Kwma (swap one in):+ 3d Holistic Wealth $4.8M+ Right Path Financial LLC $4.8M+ Rogers Capital Advisors, LLC $4.3M+ World Financial Assets Advisory $4.3M
Fort Worth, TX
Assets under management$4.5M$4.8M$4.8M
Asset growth, last 2 years–––
Advisory staff121
Individual clients14328
Assets per client$324K$149K$597K
Clients per advisor14168
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack25–
People on Advicer.bio121

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

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.

ToolKwmaEstes Financial Services, Inc.J Dostal Investments
Client Data Gathering
Jotform–Uses it–
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––