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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+ Capital Research Advisors, LLC $62.9M · Suwanee, GA+ Retire Pittsburgh Management LLC $62.9M · Murrysville, PA
Minnetonka, MN
Shoreview, MN
Las Vegas, NV
Assets under management$66.3M$69.9M$69.7M
Asset growth, last 2 years––−55%
Advisory staff333
Individual clients75132153
Assets per client$884K$529K$455K
Clients per advisor254451
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack253
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

Individual clients

Tech stacks

1 tool 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 PlanningMoney Managers, Inc.
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–
Planning Light
Retirement Analyzer––Uses it
Portfolio Management
Blueleaf––Uses it
Schedule Apps
CalendlyUses itUses itUses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Adams-Hansen & Associates: none listed · Guide Financial Planning: none listed · Money Managers, Inc.: Schwab, SEI