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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 Dorado Wealth Management LLC (swap one in):+ Compass Financial Advisors LLC $282.5M · Fort Wayne, IN+ Hoertkorn Richard Charles $282.5M · Kentfield, CA+ Secured Retirement Advisors, LLC $255.1M · St Louis Park, MN+ Garrison Murphy Wealth Management, LLC $255.1M
New York, NY
La Jolla, CA
Assets under management$268.8M$282.3M$282.3M
Asset growth, last 2 years+135%–+26%
Advisory staff263
Individual clients6819177
Assets per client$4M$14.9M$1.6M
Clients per advisor34359
Main custodian––Schwab
Filing with the SEC since202220242019
Tools in their stack––2
People on Advicer.bio252

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

ToolDorado Wealth Management LLCBeatrice Advisors LPCarter Financial, LLC
Custodial Platform
Charles Schwab––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Dorado Wealth Management LLC: none listed · Beatrice Advisors LP: none listed · Carter Financial, LLC: Schwab