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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
Mequon, WI
Assets under management$706.2M$746.3M$742M
Asset growth, last 2 years+30%+31%+103%
Advisory staff7311
Individual clients421571,416
Assets per client$1.7M$13.1M$524K
Clients per advisor6019129
Main custodianLPL FinancialFidelityLPL Financial
Filing with the SEC since20222012 or earlier2024
Tools in their stack2––
People on Advicer.bio7314

From each firm's latest Form ADV (May 2026, Mar 2026, Oct 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 LLCRichmond Investment Services LLC
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Dodds Wealth, LLC: LPL Financial · Tillman Hartley LLC: Fidelity, Schwab · Richmond Investment Services LLC: LPL Financial