Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Dollinger Management Inc. (swap one in):+ Meritage Wealth Management $50.2M+ Monadnock Capital Partners, LLC $50.1M+ Victory Wealth Services, LLC $45.4M · Prescott, AZ+ Able & Strong Advisors, Inc. $45.4M · Bountiful, UT
Assets under management$47.7M$50.1M$45.4M
Asset growth, last 2 years––−73%
Advisory staff212
Individual clients488436
Assets per client$995K$597K$1.3M
Clients per advisor248418
Main custodian––Schwab
Filing with the SEC since202620262019
Tools in their stack–––
People on Advicer.bio212

From each firm's latest Form ADV (Jan 2026, Mar 2026, May 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: Dollinger Management Inc.: none listed · Pulse Wealth: none listed · Browning Capital Management LLC: Schwab