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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):+ Bernard & Johnson Family Wealth Management $113.1M · Pasadena, CA+ Paragon Financial Advisors $113M · Newton, MA+ Tkg Wealth Advisers LLC $102.1M · Cranford, NJ+ Avina Financial Group, Inc. $102.1M · Bellflower, CA
Phoenix, AZ
Phoenix, AZ
Tuscon, AZ
Assets under management$107.5M$114M$113.9M
Asset growth, last 2 years–−8%+65%
Advisory staff121
Individual clients7191291
Assets per client$1.5M$1.3M$391K
Clients per advisor7146291
Main custodian–SchwabSchwab
Filing with the SEC since20262012 or earlier2022
Tools in their stack2–5
People on Advicer.bio114

From each firm's latest Form ADV (Feb 2026, Sep 2026, Mar 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 FiduciaryFinancial Planning First, LLC
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Planning Light
AdvyzonUses it–Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Domask Wealth Management, LLC: none listed · Alpha Fiduciary: Schwab · Financial Planning First, LLC: Schwab, Principal Securities, Inc., Adp Broker-Dealer, Inc., Cuna Brokerage Services, Inc., Nationwide Securities, LLC