Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Fourth Dimension Wealth, LLC (swap one in):+ Jps Financial, LLC $377M · Westlake, OH+ Comprehensive Wealth Solutions, LLC $374.3M · Boca Raton, FL+ Comprehensive Wealth Management $338.4M · Lynnwood, WA+ Core Advisory Group $338.4M · Rock Hill, SC
Middleburg Heights, OH
Columbus, OH
Cincinnati, OH
Assets under management$356.4M$376.6M$376.6M
Asset growth, last 2 years+63%+33%+54%
Advisory staff1014
Individual clients624817481
Assets per client$571K$461K$783K
Clients per advisor62817120
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since20232012 or earlier2017
Tools in their stack212
People on Advicer.bio1013

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

ToolFourth Dimension Wealth, LLCStrategic Planning, Inc.Kleinfelder Capital, Inc.
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Snappy KrakenUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Fourth Dimension Wealth, LLC: LPL Financial · Strategic Planning, Inc.: Schwab · Kleinfelder Capital, Inc.: Fidelity