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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 Dg Wealth (swap one in):+ Wide Eye Capital $10.9M+ Finlayson Financial Planning, Inc. $10.9M+ A.e. Laufer Financial Services, Inc. $9.8M · Ft Lauderdale, FL+ Sol Financial $9.8M · Miami, FL
Venice, FL
Orlando, FL
Cambridge, MN
Assets under management$10.4M$11M$10.9M
Asset growth, last 2 years––−5%
Advisory staff4111
Individual clients333558
Assets per client$315K$314K$188K
Clients per advisor8355
Main custodian––Fidelity
Filing with the SEC since202620262020
Tools in their stack–––
People on Advicer.bio4–14

From each firm's latest Form ADV (Aug 2026, Jan 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: Dg Wealth: none listed · Mfm Capital Management, Inc.: none listed · Advanced Advisor Group, LLC: Fidelity