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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 Rk Asset Management (swap one in):+ Altitude Wealth Management, LLC $112.7M · Denver, CO+ Evergreen Wealth Advisors $112.5M · Raleigh, NC+ Thalassa Capital LLC $101.6M · Bend, OR+ Sequentis Capital LLC $101.5M · Boston, MA
Ooltewah, TN
Jackson, TN
Assets under management$107M$112.5M$101.6M
Asset growth, last 2 years−12%+317%–
Advisory staff144
Individual clients57262192
Assets per client$1.9M$429K$529K
Clients per advisor576648
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20202026
Tools in their stack–12
People on Advicer.bio144

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

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.

ToolRk Asset ManagementGenesis InvestmentsSycamore Financial Advisors, Inc.
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
AdvisorStream––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Rk Asset Management: Schwab, Wells Fargo · Genesis Investments: Schwab · Sycamore Financial Advisors, Inc.: none listed