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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 Atlas Investment Advisors (swap one in):+ Future Financial Wealth Management Group, LLC $193.4M · Cincinnati, OH+ Dynamic Wealth Advisors $193.3M · Surprise, AZ+ Yoffe Investment Management, LLC $174.9M · Lemoyne, PA+ Chancellor Wealth Management, Inc. $174M · Atlanta, GA
Alpharetta, GA
Columbus, GA
Jonesboro, GA
Assets under management$184.1M$194M$193.9M
Asset growth, last 2 years–+44%+43%
Advisory staff222
Individual clients116179517
Assets per client$1.6M$1.1M$375K
Clients per advisor5890259
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since20242012 or earlier2022
Tools in their stack––4
People on Advicer.bio223

From each firm's latest Form ADV (Feb 2026, May 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.

ToolAtlas Investment AdvisorsTownsend Wealth ManagementCapital and Planning, LLC
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Estate Planning
Trust & Will––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Atlas Investment Advisors: Schwab · Townsend Wealth Management: Schwab · Capital and Planning, LLC: LPL Financial