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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 Adams-Hansen & Associates (swap one in):+ Key Capital Advisors, Inc. $69.6M · Miami, FL+ Brightpath Wealth Advisors LLC $69.6M · Crofton, MD+ Retire Pittsburgh Management LLC $62.9M · Murrysville, PA+ Bryant & Brannock, LLC. $62.9M · Durham, NC
Minnetonka, MN
Shoreview, MN
Suwanee, GA
Assets under management$66.3M$69.9M$62.9M
Asset growth, last 2 years––+30%
Advisory staff331
Individual clients75132156
Assets per client$884K$529K$403K
Clients per advisor2544156
Main custodian––Fidelity
Filing with the SEC since202620262012 or earlier
Tools in their stack25–
People on Advicer.bio333

From each firm's latest Form ADV (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

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.

ToolAdams-Hansen & AssociatesGuide Financial PlanningCapital Research Advisors, LLC
Advisor Lead Gen
Fee-Only Network–Uses it–
Client Data Gathering
PreciseFP–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
CalendlyUses itUses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Adams-Hansen & Associates: none listed · Guide Financial Planning: none listed · Capital Research Advisors, LLC: Fidelity