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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 Turning Point Financial, Inc. (swap one in):+ Kyleshill Financial Planning $92.5M · Columbus, OH+ Tekmen Wells LLC $92.4M · New York, NY+ Dillon Capital Management $83.6M · Ambler, PA+ Crutchfield Advisors, Inc $83M · Apex, NC
Charlotte, NC
Westlake Village, CA
Scottsdale, AZ
Assets under management$88M$92.4M$83.6M
Asset growth, last 2 years–+1,110%–
Advisory staff111
Individual clients15067119
Assets per client$587K$1.4M$702K
Clients per advisor15067119
Main custodian–Schwab–
Filing with the SEC since202620192026
Tools in their stack24–
People on Advicer.bio1–1

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

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.

ToolTurning Point Financial, Inc.Strava Financial, LLCKarpinski Financial, LLC
Financial Planning
Envestnet MoneyGuide–Uses it–
RightCapital (Right Capital)Uses it––
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Turning Point Financial, Inc.: none listed · Strava Financial, LLC: Schwab · Karpinski Financial, LLC: none listed