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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 Federal Hill Capital Management (swap one in):+ Dorsey Wealth Management, LLC $58.4M · Torrance, CA+ Myfinancialpro, LLC $58.4M · Shelton, CT+ Pacific Capital Works, Inc. $52.8M · Portland, OR+ Financial Guidance Investment Advisers, Inc. $52.8M · Olmsted Falls, OH
Bardstown, KY
Lehi, UT
Assets under management$55.6M$58.4M$58.4M
Asset growth, last 2 years–––
Advisory staff223
Individual clients347319128
Assets per client$160K$183K$456K
Clients per advisor17416043
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–2–
People on Advicer.bio223

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

ToolFederal Hill Capital ManagementBrighter Retirement Advisors LLCFinance Wisdom
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
Acuity Scheduling–Uses it–