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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+ Carter Financial, LLC $282.3M · La Jolla, CA+ Secured Retirement Advisors, LLC $255.1M · St Louis Park, MN+ Garrison Murphy Wealth Management, LLC $255.1M
New York, NY
Kentfield, CA
Assets under management$268.8M$282.3M$282.5M
Asset growth, last 2 years+135%–+36%
Advisory staff262
Individual clients681974
Assets per client$4M$14.9M$3.8M
Clients per advisor34337
Main custodian––Schwab
Filing with the SEC since202220242012 or earlier
Tools in their stack–––
People on Advicer.bio25–

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

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

Custodians on Form ADV: Dorado Wealth Management LLC: none listed · Beatrice Advisors LP: none listed · Hoertkorn Richard Charles: Schwab