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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 Dalton Financial LLC (swap one in):+ Generations Wealth Design $52.3M · Topeka, KS+ Excelsus Capital Management $52.3M · Manhattan Beach, CA+ Axion Financial Group LLC $47.3M · Bethany Beach, DE+ Steven Hecht Investments, Inc. $47.3M
Lubbock, TX
Assets under management$49.8M$52.3M$52.3M
Asset growth, last 2 years–+23%–
Advisory staff122
Individual clients67357141
Assets per client$743K$147K$371K
Clients per advisor6717971
Main custodian–Schwab–
Filing with the SEC since202620232026
Tools in their stack1–1
People on Advicer.bio122

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

ToolDalton Financial LLCFamily Dynasty Advisors LLCCoastal Capital Advisors
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Dalton Financial LLC: none listed · Family Dynasty Advisors LLC: Schwab · Coastal Capital Advisors: none listed