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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 The Kelly Group (swap one in):+ Richard Young Advisors $1.2B · Augusta, GA+ Moment Partners, LLC $1.19B · San Francisco, CA+ Mattern Capital Management, LLC $1.07B · Lakewood, CO+ Spinnaker Investment Group, LLC $1.07B · Newport Beach, CA
Bel Air, MD
Plantation, FL
Athens, GA
Assets under management$1.13B$1.19B$1.07B
Asset growth, last 2 years+39%+58%+57%
Advisory staff13926
Individual clients1,087374682
Assets per client$1M$3.2M$1.6M
Clients per advisor844226
Main custodianFidelitySchwabSchwab
Filing with the SEC since20202012 or earlier2017
Tools in their stack2–4
People on Advicer.bio16921

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

ToolThe Kelly GroupTobias Financial AdvisorsElwood & Goetz
Website Builders
SquarespaceUses it––
Webflow––Uses it
CRM
SS&C Black DiamondUses it––
Digital Marketing
Mailchimp––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: The Kelly Group: Fidelity · Tobias Financial Advisors: Schwab · Elwood & Goetz: Schwab