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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 Dream Financial Planning (swap one in):+ Virentes Capital Management LLC $5.5M+ True North Financial Planning, LLC $5.5M · South Burlington, VT+ Larsen Financial Services $4.9M+ J.pappas Investments $4.9M
Herndon, VA
New York, NY
Assets under management$5.2M$5.5M$4.9M
Asset growth, last 2 years–+35%–
Advisory staff111
Individual clients202122
Assets per client$260K$261K$224K
Clients per advisor202122
Main custodian–Folio–
Filing with the SEC since202620202023
Tools in their stack31–
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, May 2023). 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.

ToolDream Financial PlanningCenterfin CapitalBarton Creek Advisors, LLC
Financial Planning
RightCapital (Right Capital)Uses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Dream Financial Planning: none listed · Centerfin Capital: Folio · Barton Creek Advisors, LLC: none listed