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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 Wealthdevs (swap one in):+ Kanso Capital $24.1M+ White Brook Capital $24.1M+ Cayden Wealth Management $21.8M · Broomfield, CO+ Washington Peak Investment Advisors LLC $21.8M · Waterville Valley, NH
Mountain Brook, AL
Amarillo, TX
Assets under management$22.9M$24.1M$24.1M
Asset growth, last 2 years–––
Advisory staff111
Individual clients274108
Assets per client$849K$6M$223K
Clients per advisor274108
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––1
People on Advicer.bio111

From each firm's latest Form ADV (Mar 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.

ToolWealthdevsCanterbury Investment Advisors LLCHoyl Wealth Management, LLC
Schedule Apps
Calendly––Uses it