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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 Dodds Wealth, LLC (swap one in):+ Seamount Financial Group Inc $745.2M · Colorado Springs, CO+ Mission Creek Capital Partners, Inc. $741.6M · San Francisco, CA+ Abs Legacy Partners, LLC $670.8M · Hickory, NC+ Focused Alpha, LLC $663.9M · Greenwood Village, CO
Greenwood Village, CO
Denver, CO
Walnut Creek, CA
Assets under management$706.2M$746.3M$670.7M
Asset growth, last 2 years+30%+31%+38%
Advisory staff736
Individual clients42157283
Assets per client$1.7M$13.1M$2.4M
Clients per advisor601947
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack2–5
People on Advicer.bio736

From each firm's latest Form ADV (May 2026, Mar 2026, Aug 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.

ToolDodds Wealth, LLCTillman Hartley LLCElevation Wealth Partners, LLC
Financial Planning
Envestnet MoneyGuide––Uses it
RightCapital (Right Capital)Uses it––
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Email & Office Suites
Microsoft 365––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Dodds Wealth, LLC: LPL Financial · Tillman Hartley LLC: Fidelity, Schwab · Elevation Wealth Partners, LLC: Schwab