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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 Kyleshill Financial Planning (swap one in):+ Borland Marker $98M · Dayton, OH+ Faith Financial Advisors, Inc. $97.2M · Loveland, OH+ First Family Wealth $87.8M · Murfreesboro, TN+ Bullington Capital Management, LLC $87.1M · Akron, OH
Columbus, OH
Wooster, OH
Fort Washington, PA
Assets under management$92.5M$97.8M$97.1M
Asset growth, last 2 years–––
Advisory staff141
Individual clients43340137
Assets per client$2.2M$288K$709K
Clients per advisor4385137
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––4
People on Advicer.bio141

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

ToolKyleshill Financial PlanningPrism Wealth ManagementBarrister
Client File Sharing
Box––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it