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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 Dynamic Lifestyle Planning Group (swap one in):+ Klesis Advisors, LLC $82M · Walnut Creek, CA+ Smart Investments Advisory Incorporated $82M · Redlands, CA+ Investors Capital Management Inc $74.1M · Darien, CT+ Aspire Wealth $74.1M · Caledonia, MI
Sacramento, CA
Goleta, CA
Assets under management$78.1M$82M$82M
Asset growth, last 2 years––+64%
Advisory staff132
Individual clients13111528
Assets per client$596K$713K$2.9M
Clients per advisor1313814
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack1––
People on Advicer.bio131

From each firm's latest Form ADV (Sep 2026, Mar 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

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.

ToolDynamic Lifestyle Planning GroupNix Wealth ManagementFinancial Vision LLC
Website Builders
WixUses it––