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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 Rise Private Wealth Advisors (swap one in):+ Main Street Investment Management $66.1M · Edmond, OK+ Kai Advisors $66M+ Quantel Asset Management LLC $59.7M · New York, NY+ Propath Financial $59.7M
Tucson, AZ
Newtown Square, PA
Assets under management$62.9M$66M$66.1M
Asset growth, last 2 years–−17%–
Advisory staff211
Individual clients1352668
Assets per client$466K$2.5M$972K
Clients per advisor682668
Main custodian–Banque Syz Sa–
Filing with the SEC since202620202026
Tools in their stack21–
People on Advicer.bio212

From each firm's latest Form ADV (Feb 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.

ToolRise Private Wealth AdvisorsKomorebi GlobalMc2 Financial Advisers, Inc.
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)–Uses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Rise Private Wealth Advisors: none listed · Komorebi Global: Banque Syz Sa, BNY, Pershing · Mc2 Financial Advisers, Inc.: none listed