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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 Sunesis Advisors, LLC (swap one in):+ Kavar Capital Partners $1.58B · Leawood, KS+ Godsey & Gibb Wealth Management $1.56B · Richmond, VA+ Smith Group Asset Management, LLC $1.41B · Dallas, TX+ Souders Financial Advisors, LLC $1.41B · Cincinnati, OH
Overland Park, KS
Manhattan, KS
Prairie Village, KS
Assets under management$1.48B$1.6B$1.62B
Asset growth, last 2 years+35%+41%+387%
Advisory staff33657
Individual clients151,2812,127
Assets per client$99M$1.2M$760K
Clients per advisor53637
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack–14
People on Advicer.bio33771

From each firm's latest Form ADV (Mar 2026, Oct 2026, Sep 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.

ToolSunesis Advisors, LLCCGN Advisors, LLCFortis Capital Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Sunesis Advisors, LLC: Schwab, Commerce Trust Company · CGN Advisors, LLC: Schwab · Fortis Capital Advisors, LLC: Schwab