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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 Forness Financial LLC (swap one in):+ Ao Wealth Advisory $213.2M · Urbandale, IA+ Dominguez Wealth Management Solutions, Inc. $213.1M · Williamsburg, VA+ Happiness in Retirement $192.5M · Schenectady, NY+ Excel Capital Management Corp $192.5M · Warren, NJ
Needham, MA
Halfmoon, NY
Waterford, MI
Assets under management$202.8M$213M$212.9M
Asset growth, last 2 years+29%+1%+22%
Advisory staff386
Individual clients227450523
Assets per client$893K$473K$407K
Clients per advisor765687
Main custodianSchwabPershingSchwab
Filing with the SEC since201820152012 or earlier
Tools in their stack–22
People on Advicer.bio376

From each firm's latest Form ADV (Feb 2026, Apr 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.

ToolForness Financial LLCSimmons Capital GroupFinancial Freedom House
CRM
Envestnet Tamarac––Uses it
SS&C Black Diamond–Uses it–
Digital Marketing
Mailchimp––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Forness Financial LLC: Schwab · Simmons Capital Group: Pershing · Financial Freedom House: Schwab, Fidelity