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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 Dobson Asset Management LLC (swap one in):+ Achieve Retirement & Wealth Management, LLC $75.6M · Ridgefield, CT+ Rewey Asset Management $75.6M+ Caruso and Company, P.a., Certified Public Accountants $68.4M · Deerfield Beach, FL+ Retirement Lifestyles Advisory Group $68.3M · Redding, CA
Portland, OR
Bend, OR
Williamsville, NY
Assets under management$72M$76.2M$68.4M
Asset growth, last 2 years––+50%
Advisory staff142
Individual clients6343109
Assets per client$1.1M$1.8M$627K
Clients per advisor631155
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack–11
People on Advicer.bio143

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

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.

ToolDobson Asset Management LLC2260 WestShield Wealth Advisors
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Dobson Asset Management LLC: none listed · 2260 West: none listed · Shield Wealth Advisors: Schwab