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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+ Cedar Spring Advisors, LLC $169.4M+ Aventine Financial Group $153.1M · Doylestown, PA+ Financial Legacy Management, Nc. $153.1M · Little Rock, AR
Los Angeles, CA
Winston-Salem, NC
Assets under management$161.2M$169.4M$169.5M
Asset growth, last 2 years+29%–+37%
Advisory staff262
Individual clients86170763
Assets per client$1.9M$997K$222K
Clients per advisor4328382
Main custodianFidelity–Interactive Brokers
Filing with the SEC since202120262012 or earlier
Tools in their stack43–
People on Advicer.bio272

From each firm's latest Form ADV (Feb 2026, Jun 2026, May 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 FinancialKensington Financial Group, Inc.
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 · Kensington Financial Group, Inc.: Interactive Brokers