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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 Defiant Capital Group (swap one in):+ Coastal Capital Advisors $52.3M+ Generations Wealth Design $52.3M · Topeka, KS+ Axion Financial Group LLC $47.3M · Bethany Beach, DE+ Astra Prime Wealth Management $47.2M · Pittsburgh, PA
Warrendale, PA
Lubbock, TX
Manhattan Beach, CA
Assets under management$49.8M$52.3M$52.3M
Asset growth, last 2 years–+23%–
Advisory staff221
Individual clients4035767
Assets per client$1.2M$147K$781K
Clients per advisor2017967
Main custodian–Schwab–
Filing with the SEC since202620232026
Tools in their stack–––
People on Advicer.bio221

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Defiant Capital Group: none listed · Family Dynasty Advisors LLC: Schwab · Excelsus Capital Management: none listed