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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 Carlson Wealth, LLC (swap one in):+ Stapleton Asset Management, LLC $31.1M+ Legacy Financial Designs $31M · The Woodlands, TX+ Jackson Asset Management, Inc $28M+ Cerner Capital Management, LLC $28M · Snellville, GA
Omaha, NE
Greenville, TX
New York, NY
Assets under management$29.5M$31.1M$28M
Asset growth, last 2 years––+5%
Advisory staff118
Individual clients19111460
Assets per client$155K$272K$467K
Clients per advisor1911148
Main custodian––Schwab
Filing with the SEC since202620262013
Tools in their stack31–
People on Advicer.bio1117

From each firm's latest Form ADV (Sep 2026, Mar 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.

ToolCarlson Wealth, LLCFinancial Lifestyle ManagementDominari Securities LLC
Custodial Platform
Charles SchwabUses itUses it–
Digital Marketing
Snappy KrakenUses it––
Schedule Apps
OnceHubUses it––

Custodians on Form ADV: Carlson Wealth, LLC: none listed · Financial Lifestyle Management: none listed · Dominari Securities LLC: Schwab, RBC