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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):+ Alphanext, LLC $68.5M · Los Angeles, CA+ The Financial Advisors $68M · Tustin, CA+ Resolved Financial $61.4M · Winston Salem, NC+ Cadena Financial Planning & Tax Services $61.2M · San Diego, CA
San Diego, CA
Redding, CA
Dallas, TX
Assets under management$64.7M$68.3M$61.4M
Asset growth, last 2 years–––
Advisory staff112
Individual clients4914924
Assets per client$1.3M$458K$2.6M
Clients per advisor4914912
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack6––
People on Advicer.bio112

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

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 GroupDornick Wealth Management
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––