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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+ Sycamore Financial Advisors, Inc. $101.6M · Jackson, TN+ Sequentis Capital LLC $101.5M · Boston, MA
Ooltewah, TN
Bend, OR
Assets under management$107M$112.5M$101.6M
Asset growth, last 2 years−12%+317%+30%
Advisory staff142
Individual clients5726270
Assets per client$1.9M$429K$1.5M
Clients per advisor576635
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20202013
Tools in their stack–1–
People on Advicer.bio142

From each firm's latest Form ADV (Jan 2026, Mar 2026, Apr 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 InvestmentsThalassa Capital LLC
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Rk Asset Management: Schwab, Wells Fargo · Genesis Investments: Schwab · Thalassa Capital LLC: Schwab