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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 Focused Alpha, LLC (swap one in):+ Grey Fox Wealth Advisors, LLC $698.8M · Rockland, DE+ Hamilton Wealth, LLC $697.8M · Los Angeles, CA+ Rosel Wealth Management, LLC $630.2M · Highlands Ranch, CO+ Impact Capital Partners LLC $625.6M · Greenwood Village, CO
Greenwood Village, CO
Greenwood Village, CO
San Ramon, CA
Assets under management$663.9M$706.2M$630.7M
Asset growth, last 2 years+116%+30%+2%
Advisory staff5732
Individual clients541421759
Assets per client$1.2M$1.7M$831K
Clients per advisor1086024
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202020222012 or earlier
Tools in their stack22–
People on Advicer.bio6728

From each firm's latest Form ADV (Sep 2026, May 2026, Jun 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.

ToolFocused Alpha, LLCDodds Wealth, LLCAmerican Investors Co
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Video Meetings & Messaging
ZoomUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Focused Alpha, LLC: Schwab · Dodds Wealth, LLC: LPL Financial · American Investors Co: Schwab, Fidelity