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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 Point Wealth, LLC (swap one in):+ Kedrec LLC $33.9M · Overland Park, KS+ Team Elevated Asset Management $33.9M · Thousand Oaks, CA+ Wealthness LLC $30.7M · Boonton, NJ+ Gem Street Capital Management $30.6M
Wausau, WI
Simi Valley, CA
Assets under management$32.3M$33.9M$33.9M
Asset growth, last 2 years–+20%–
Advisory staff113
Individual clients62185144
Assets per client$521K$183K$236K
Clients per advisor6218548
Main custodian–Schwab–
Filing with the SEC since202620222026
Tools in their stack–––
People on Advicer.bio112

From each firm's latest Form ADV (Jan 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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Point Wealth, LLC: none listed · Pb Capital: Schwab · Mmg Wealth Management: none listed