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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 Dawson Investment Management (swap one in):+ Katam Hill LLC $42.4M · Sherman Oaks, CA+ Harvestwise Wealth Planning $42.3M · Escondido, CA+ Harris & Associates $38.1M · Manhattan Beach, CA+ Acela Capital Management, LLC $38.1M · Los Altos, CA
Walnut Creek, CA
Redwood City, CA
Los Angeles, CA
Assets under management$40.1M$42.3M$42.5M
Asset growth, last 2 years––+119%
Advisory staff111
Individual clients1062149
Assets per client$379K$2M$867K
Clients per advisor1062149
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack––5
People on Advicer.bio111

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

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.

ToolDawson Investment ManagementBrightview Financial SolutionsThe Wealth Collective, LLC
Financial Planning
Hazel––Uses it
RightCapital (Right Capital)––Uses it
CRM
Slant (Slant CRM)––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Dawson Investment Management: none listed · Brightview Financial Solutions: none listed · The Wealth Collective, LLC: Schwab