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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 Devore Financial Advisors LLC (swap one in):+ Thome Financial $53.7M · Bellevue, WA+ 3 Peaks Financial $53.6M · Ammon, ID+ Financial Planning Services $48.5M · Merchantville, NJ+ Marathon Financial Strategies $48.5M
Lake Oswego, OR
Assets under management$51.1M$53.7M$48.5M
Asset growth, last 2 years––−28%
Advisory staff222
Individual clients40605
Assets per client$1.3M$894K$9.7M
Clients per advisor20303
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack22–
People on Advicer.bio222

From each firm's latest Form ADV (Apr 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

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.

ToolDevore Financial Advisors LLCPlanful Finance LLCHamilton Advisors Inc
Website Builders
Squarespace–Uses it–
WebflowUses it––
Custodial Platform
Charles SchwabUses it––
Schedule Apps
Calendly–Uses it–