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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 Developing Financial (swap one in):+ First Due Financial LLC $1.9M · Wareham, MA+ I-Cthru Inc. $1.9M+ Creative Retirement Planning, Inc. $1.7M · Sequim, WA+ Pinestar Capital Advisors LLC $1.7M
Assets under management$1.8M$1.9M$1.9M
Asset growth, last 2 years–––
Advisory staff111
Individual clients2229
Assets per client$82K$949K$210K
Clients per advisor2229
Main custodian–––
Filing with the SEC since202620262023
Tools in their stack2–2
People on Advicer.bio111

From each firm's latest Form ADV (Feb 2026, Oct 2026, Apr 2023). 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.

ToolDeveloping FinancialLa Loma CapitalCompanions on Your Journey
Schedule Apps
Acuity SchedulingUses it––
Calendly––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
Wix––Uses it