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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 Stoken Asset Management LLC (swap one in):+ Dba, Cornerstone Investment Counsel $5.1M+ Chlebina Capital $5.1M · Akron, OH+ Sizemore Financial Services $4.6M+ Canny Capital Management, LLC $4.6M
Assets under management$4.8M$5.1M$4.6M
Asset growth, last 2 years–––
Advisory staff111
Individual clients92514
Assets per client$536K$203K$325K
Clients per advisor92514
Main custodian–––
Filing with the SEC since202520262026
Tools in their stack1––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2025, Oct 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.

ToolStoken Asset Management LLCLkl AdvisorsDvorchak & Associates
Website Builders
WixUses it––