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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):+ Centura Wealth Advisory $1.2B · San Diego, CA+ Richard Young Advisors $1.2B · Augusta, GA+ Elwood & Goetz $1.07B · Athens, GA+ Mattern Capital Management, LLC $1.07B · Lakewood, CO
Bel Air, MD
Plantation, FL
San Francisco, CA
Assets under management$1.13B$1.19B$1.19B
Asset growth, last 2 years+39%+58%–
Advisory staff1395
Individual clients1,087374412
Assets per client$1M$3.2M$2.9M
Clients per advisor844282
Main custodianFidelitySchwabWells Fargo
Filing with the SEC since20202012 or earlier2024
Tools in their stack2–2
People on Advicer.bio1694

From each firm's latest Form ADV (Mar 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.

ToolThe Kelly GroupTobias Financial AdvisorsMoment Partners, LLC
CRM
SS&C Black DiamondUses it––
Performance Reporting
Addepar––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: The Kelly Group: Fidelity · Tobias Financial Advisors: Schwab · Moment Partners, LLC: Wells Fargo