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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 Valuewealth Services, LLC (swap one in):+ The Menard Financial Group, LLC $335.3M · Houston, TX+ Trisperity Advisors, LLC $335.2M · Katy, TX+ Clientfirst Wealth Management, LLC $302.8M · Little Rock, AR+ Breakwater Investment Management $302.7M · Seattle, WA
Annapolis, MD
Gaithersburg, MD
Albany, NY
Assets under management$319M$336.7M$302.8M
Asset growth, last 2 years+62%+19%+43%
Advisory staff426
Individual clients420230409
Assets per client$759K$1.5M$740K
Clients per advisor10511568
Main custodian–SchwabFidelity
Filing with the SEC since20192012 or earlier2021
Tools in their stack614
People on Advicer.bio625

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

ToolValuewealth Services, LLCKilner Capital Advisors, LLCAlbanyadvisor Group LLC
Custodial Platform
Charles SchwabUses it–Uses it
SEIUses it––
Wealthscape (Fidelity)––Uses it
Portfolio Management
BlueleafUses it––
Orion––Uses it
Website Builders
SquarespaceUses it––
Webflow––Uses it
CRM
SS&C Black DiamondUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Valuewealth Services, LLC: none listed · Kilner Capital Advisors, LLC: Schwab · Albanyadvisor Group LLC: Fidelity