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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):+ Dominguez Wealth Management Solutions, Inc. $213.1M · Williamsburg, VA+ Financial Freedom House $212.9M · Waterford, MI+ Excel Capital Management Corp $192.5M · Warren, NJ+ Southern Capital Services Inc $192.5M · Daphne, AL
Needham, MA
Halfmoon, NY
Schenectady, NY
Assets under management$202.8M$213M$192.5M
Asset growth, last 2 years+29%+1%+27%
Advisory staff385
Individual clients227450240
Assets per client$893K$473K$802K
Clients per advisor765648
Main custodianSchwabPershingSchwab
Filing with the SEC since201820152014
Tools in their stack–23
People on Advicer.bio375

From each firm's latest Form ADV (Feb 2026, Apr 2026, Sep 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 GroupHappiness in Retirement
CRM
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Forness Financial LLC: Schwab · Simmons Capital Group: Pershing · Happiness in Retirement: Schwab