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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+ Elwood & Goetz $1.07B · Athens, GA+ Mattern Capital Management, LLC $1.07B · Lakewood, CO
Bel Air, MD
Plantation, FL
Newport Beach, CA
Assets under management$1.13B$1.19B$1.07B
Asset growth, last 2 years+39%+58%+59%
Advisory staff1398
Individual clients1,087374902
Assets per client$1M$3.2M$1.2M
Clients per advisor8442113
Main custodianFidelitySchwabSchwab
Filing with the SEC since20202012 or earlier2016
Tools in their stack2––
People on Advicer.bio1698

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jun 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 AdvisorsSpinnaker Investment Group, LLC
CRM
SS&C Black DiamondUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: The Kelly Group: Fidelity · Tobias Financial Advisors: Schwab · Spinnaker Investment Group, LLC: Schwab