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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):+ Mc2 Financial Advisers, Inc. $66.1M · Newtown Square, PA+ Kai Advisors $66M+ Quantel Asset Management LLC $59.7M · New York, NY+ Asset Strategies, Inc $59.7M · Lisle, IL
Tucson, AZ
Assets under management$62.9M$66M$59.7M
Asset growth, last 2 years–−17%–
Advisory staff211
Individual clients1352678
Assets per client$466K$2.5M$765K
Clients per advisor682678
Main custodian–Banque Syz Sa–
Filing with the SEC since202620202026
Tools in their stack215
People on Advicer.bio211

From each firm's latest Form ADV (Feb 2026, Mar 2026, Sep 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 GlobalPropath Financial
Custodial Platform
Charles SchwabUses it–Uses it
Altruist––Uses it
NetX360 (Pershing)–Uses it–
Portfolio Management
Capitect––Uses it
OrionUses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Website Builders
Webflow––Uses it

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