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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 Northpoint Advisory LLC (swap one in):+ Turner Capital Investments, LLC $107.2M · Austin, TX+ Stillblue Financial Partners, LLC $107.1M · Jacksonville, FL+ Evergreen Wealth Advisors, Inc. $96.8M+ Nathanael R. Brayton, Cfa $96.8M · Boston, MA
Colorado Springs, CO
Assets under management$102M$107.2M$107.2M
Asset growth, last 2 years––−17%
Advisory staff132
Individual clients2069251
Assets per client$5.1M$1.6M$427K
Clients per advisor2023126
Main custodian––LPL Financial
Filing with the SEC since202620262012 or earlier
Tools in their stack1––
People on Advicer.bio132

From each firm's latest Form ADV (Jan 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.

ToolNorthpoint Advisory LLCKing FinancialRs Asset Management, LLC
Investment Data/Analytics
MorningstarUses it––

Custodians on Form ADV: Northpoint Advisory LLC: none listed · King Financial: none listed · Rs Asset Management, LLC: LPL Financial