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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 Weaver Financial (swap one in):+ Key Wealth Management, Inc. $48.6M · Wexford, PA+ Gardiner Investment Group, Inc. $48.6M+ Sabin Investment Management, Inc. $44M+ Powers Capital Management $43.9M · Conshohocken, PA
Mission, KS
New Orleans, LA
Boise, ID
Assets under management$46.3M$48.6M$43.9M
Asset growth, last 2 years−24%––
Advisory staff111
Individual clients127585
Assets per client$3.9M$648K$517K
Clients per advisor127585
Main custodian–––
Filing with the SEC since2012 or earlier20262025
Tools in their stack1––
People on Advicer.bio112

From each firm's latest Form ADV (Feb 2026, Mar 2026, Mar 2025). 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

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.

ToolWeaver FinancialCds James Investments, LLCAscent Retirement Advisors
Advisor Lead Gen
Fee-Only NetworkUses it––