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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+ Albanyadvisor Group LLC $302.8M · Albany, NY
Annapolis, MD
Gaithersburg, MD
Seattle, WA
Assets under management$319M$336.7M$302.7M
Asset growth, last 2 years+62%+19%+29%
Advisory staff422
Individual clients420230152
Assets per client$759K$1.5M$2M
Clients per advisor10511576
Main custodian–Schwab–
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack613
People on Advicer.bio623

From each firm's latest Form ADV (Oct 2026, Mar 2026, Apr 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, LLCBreakwater Investment Management
CRM
Envestnet Tamarac––Uses it
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it–Uses it
SEIUses it––
Client File Sharing
ShareFile––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Performance Reporting
Addepar–Uses it–
Portfolio Management
BlueleafUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Valuewealth Services, LLC: none listed · Kilner Capital Advisors, LLC: Schwab · Breakwater Investment Management: none listed