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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):+ Aberdeen Wealth Management LLC $699.1M · Lake Bluff, IL+ Grey Fox Wealth Advisors, LLC $698.8M · Rockland, DE+ Rosel Wealth Management, LLC $630.2M · Highlands Ranch, CO+ Impact Capital Partners LLC $625.6M · Greenwood Village, CO
Greenwood Village, CO
Greenwood Village, CO
Los Angeles, CA
Assets under management$663.9M$706.2M$697.8M
Asset growth, last 2 years+116%+30%+55%
Advisory staff573
Individual clients541421447
Assets per client$1.2M$1.7M$1.6M
Clients per advisor10860149
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202020222017
Tools in their stack222
People on Advicer.bio673

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

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, LLCHamilton Wealth, LLC
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion––Uses it
Video Meetings & Messaging
ZoomUses it––
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Focused Alpha, LLC: Schwab · Dodds Wealth, LLC: LPL Financial · Hamilton Wealth, LLC: Schwab