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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):+ Fortis Capital Advisors, LLC $1.62B · Prairie Village, KS+ Kavar Capital Partners $1.58B · Leawood, KS+ Smith Group Asset Management, LLC $1.41B · Dallas, TX+ Souders Financial Advisors, LLC $1.41B · Cincinnati, OH
Overland Park, KS
Manhattan, KS
Seattle, WA
Assets under management$1.48B$1.6B$1.41B
Asset growth, last 2 years+35%+41%+27%
Advisory staff3364
Individual clients151,281377
Assets per client$99M$1.2M$3.7M
Clients per advisor53694
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio3374

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

ToolSunesis Advisors, LLCCGN Advisors, LLCGreene Wealth Management, LLC
CRM
Envestnet Tamarac––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Sunesis Advisors, LLC: Schwab, Commerce Trust Company · CGN Advisors, LLC: Schwab · Greene Wealth Management, LLC: Schwab