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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 Wealth Management of Kentucky, Inc. (swap one in):+ Pacific Haven Financial, LLC $45M · Torrance, CA+ Rinascita, LLC $45M+ Borris Nii & Company $40.7M · Beverly Hills, CA+ John H. Liles, CFP $40.7M
Lexington, KY
Harrisburg, PA
Lexington, KY
Assets under management$42.9M$45M$40.4M
Asset growth, last 2 years–––
Advisory staff211
Individual clients8317849
Assets per client$516K$253K$824K
Clients per advisor4217849
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack224
People on Advicer.bio221

From each firm's latest Form ADV (Jun 2026, Aug 2026, Oct 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.

ToolWealth Management of Kentucky, Inc.Retirement Collaborative LLCMoneywise, Inc.
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it
Digital Marketing
Snappy KrakenUses it–Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
CalendlyUses itUses it–
Website Builders
Squarespace–Uses it–