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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 Domo Capital Management, LLC (swap one in):+ Planning for Progress $26.3M+ S.e. Thorn & Co. $26.3M+ Griffin Financial Services $23.8M+ Keepsake Management Inc. $23.8M
Lone Tree, CO
Assets under management$25M$26.3M$23.8M
Asset growth, last 2 years–––
Advisory staff113
Individual clients137526
Assets per client$183K$5.3M$914K
Clients per advisor13759
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack–––
People on Advicer.bio114

From each firm's latest Form ADV (Jun 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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.