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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 Davinci Financial Designs (swap one in):+ Capital Management Advisor Group, LLC $234.1M · Walnut Creek, CA+ St. Louis Financial Planners Asset Management, LLC $234M · Chesterfield, MO+ Rossjohnson & Associates, LLC $211.6M · Plymouth, MN+ Diamant Asset Management, Inc. $211.5M · Ridgefield, CT
Columbia, SC
Suwanee, GA
Colorado Springs, CO
Assets under management$222.8M$234M$234M
Asset growth, last 2 years−10%+57%+65%
Advisory staff584
Individual clients350265261
Assets per client$637K$883K$897K
Clients per advisor703365
Main custodianLPL Financial–Schwab
Filing with the SEC since2012 or earlier20172017
Tools in their stack512
People on Advicer.bio554

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

ToolDavinci Financial DesignsLegacy Planning Advisors, LLCBonfire Financial, LLC
Custodial Platform
LPL Financial (ClientWorks)Uses it––
E-Signature
DocuSignUses it––
Financial Planning
eMoneyUses it––
Legacy Planning
EverplansUses it––
Planning Light
Advyzon––Uses it
Portfolio Management
Envestnet–Uses it–
Schedule Apps
OnceHub––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Davinci Financial Designs: LPL Financial · Legacy Planning Advisors, LLC: none listed · Bonfire Financial, LLC: Schwab