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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 Mission Financial (swap one in):+ The Financial Advisors $68M · Tustin, CA+ Kay Investments, Inc. $67.9M+ Dornick Wealth Management $61.4M · Dallas, TX+ Cadena Financial Planning & Tax Services $61.2M · San Diego, CA
San Diego, CA
Redding, CA
Los Angeles, CA
Assets under management$64.7M$68.3M$68.5M
Asset growth, last 2 years––+91%
Advisory staff111
Individual clients4914927
Assets per client$1.3M$458K$2.5M
Clients per advisor4914927
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack6–1
People on Advicer.bio112

From each firm's latest Form ADV (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

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 Mission FinancialRetirement Lifestyles Advisory GroupAlphanext, LLC
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it–Uses it

Custodians on Form ADV: Focused Mission Financial: none listed · Retirement Lifestyles Advisory Group: none listed · Alphanext, LLC: Schwab