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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 Financial Planning by Design (swap one in):+ Dtcarson Asset Management $550K+ Wj Consulting LLC $545K+ Sherwood Wealth Management $492K+ Nct Advisors $487K
Assets under management$519K$550K$490K
Asset growth, last 2 years–+1,864%–
Advisory staff111
Individual clients6480
Assets per client$87K$138K$6K
Clients per advisor6480
Main custodian–––
Filing with the SEC since202620212024
Tools in their stack2––
People on Advicer.bio111

From each firm's latest Form ADV (Jan 2026, Apr 2026, May 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

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.

ToolFinancial Planning by DesignUisonetInvestable
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––