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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 Dornbusch Asset Management (swap one in):+ Jrm Capital Management Inc. $2.5M+ Flourish Financial Life Planning $2.5M+ Kwm Financial LLC $2.3M · Porstmouth, NH+ Orbital Management $2.3M · Ardmore, PA
Coral Gables, FL
Pasadena, CA
Assets under management$2.4M$2.5M$2.5M
Asset growth, last 2 years–––
Advisory staff131
Individual clients32110
Assets per client$74K$228K–
Clients per advisor324–
Main custodian–––
Filing with the SEC since202520262022
Tools in their stack–2–
People on Advicer.bio132

From each firm's latest Form ADV (Jul 2025, Aug 2026, Sep 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.

ToolDornbusch Asset ManagementMy Investment PathOnward Advisors LLC
CRM
HubSpot–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–