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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+ Propath Financial $59.7M+ Asset Strategies, Inc $59.7M · Lisle, IL
Tucson, AZ
New York, NY
Assets under management$62.9M$66M$59.7M
Asset growth, last 2 years–−17%+389%
Advisory staff211
Individual clients13526132
Assets per client$466K$2.5M$452K
Clients per advisor6826132
Main custodian–Banque Syz Sa–
Filing with the SEC since202620202020
Tools in their stack212
People on Advicer.bio213

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jul 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 GlobalQuantel Asset Management LLC
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)–Uses it–
CRM
HubSpot––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Rise Private Wealth Advisors: none listed · Komorebi Global: Banque Syz Sa, BNY, Pershing · Quantel Asset Management LLC: none listed