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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 Sieben Wealth Planning LLC (swap one in):+ Stonekeep Investments, LLC $169.6M+ Kensington Financial Group, Inc. $169.5M · Winston-Salem, NC+ Aventine Financial Group $153.1M · Doylestown, PA+ Financial Legacy Management, Nc. $153.1M · Little Rock, AR
Los Angeles, CA
Assets under management$161.2M$169.4M$169.4M
Asset growth, last 2 years+29%–+47%
Advisory staff264
Individual clients86170284
Assets per client$1.9M$997K$597K
Clients per advisor432871
Main custodianFidelity–Schwab
Filing with the SEC since202120262023
Tools in their stack43–
People on Advicer.bio274

From each firm's latest Form ADV (Feb 2026, Jun 2026, Jan 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.

ToolSieben Wealth Planning LLCAvise FinancialCedar Spring Advisors, LLC
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)Uses it––
Client File Sharing
BoxUses it––
CRM
SS&C Black DiamondUses it––
Schedule Apps
Calendly–Uses it–
Video Meetings & Messaging
ZoomUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Sieben Wealth Planning LLC: Fidelity · Avise Financial: none listed · Cedar Spring Advisors, LLC: Schwab, Capital Client Group, Inc.