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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):+ Coastal Capital Advisors $52.3M+ 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
Topeka, KS
Assets under management$49.8M$52.3M$52.3M
Asset growth, last 2 years–+23%–
Advisory staff122
Individual clients67357147
Assets per client$743K$147K$356K
Clients per advisor6717974
Main custodian–Schwab–
Filing with the SEC since202620232026
Tools in their stack1–3
People on Advicer.bio122

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

ToolDalton Financial LLCFamily Dynasty Advisors LLCGenerations Wealth Design
Custodial Platform
Altruist––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Dalton Financial LLC: none listed · Family Dynasty Advisors LLC: Schwab · Generations Wealth Design: none listed