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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 Donnelly Investments (swap one in):+ Emg $57M · South Burlington, VT+ Bsias Advisors, LLC $56.9M · Anaheim, CA+ Weiser Financial Planning LLC $51.5M+ Retirement Planning Solutions, LLC $51.5M
Hays, KS
Assets under management$54.2M$57M$51.5M
Asset growth, last 2 years–+31%–
Advisory staff112
Individual clients6336164
Assets per client$861K$1.6M$314K
Clients per advisor633682
Main custodian–Fidelity–
Filing with the SEC since202620142026
Tools in their stack3–3
People on Advicer.bio112

From each firm's latest Form ADV (Jul 2026, Feb 2026, Jan 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.

ToolDonnelly InvestmentsPaulo Financial Advisors, LLCLaunch Wealth
Website Builders
SquarespaceUses it––
Wix––Uses it
Client Texting
CurrentClient––Uses it
Custodial Platform
Altruist––Uses it
Schedule Apps
Acuity SchedulingUses it––
Video Meetings & Messaging
ZoomUses it––

Custodians on Form ADV: Donnelly Investments: none listed · Paulo Financial Advisors, LLC: Fidelity · Launch Wealth: none listed