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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 Domask Wealth Management, LLC (swap one in):+ Financial Planning First, LLC $113.9M · Tuscon, AZ+ Paragon Financial Advisors $113M · Newton, MA+ Tkg Wealth Advisers LLC $102.1M · Cranford, NJ+ Silverman + Associates Wealth Management, LLC $101.4M · Tucson, AZ
Phoenix, AZ
Phoenix, AZ
Bellflower, CA
Assets under management$107.5M$114M$102.1M
Asset growth, last 2 years–−8%–
Advisory staff122
Individual clients7191139
Assets per client$1.5M$1.3M$735K
Clients per advisor714670
Main custodian–Schwab–
Filing with the SEC since20262012 or earlier2026
Tools in their stack2–2
People on Advicer.bio112

From each firm's latest Form ADV (Feb 2026, Sep 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

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.

ToolDomask Wealth Management, LLCAlpha FiduciaryAvina Financial Group, Inc.
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Domask Wealth Management, LLC: none listed · Alpha Fiduciary: Schwab · Avina Financial Group, Inc.: none listed