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 Franson Financial LLC (swap one in):+ Dream Catcher Financial Services, LLC $2.3M+ Wiara Investment Management, LLC $2.3M · Menasha, WI+ Angeles Partners LLC $2.1M+ E J Financial Corp. $2.1M
Hayward, WI
Richmond, VA
Charlotte, NC
Assets under management$2.2M$2.3M$2.3M
Asset growth, last 2 years–−95%–
Advisory staff221
Individual clients191419
Assets per client$117K$167K$123K
Clients per advisor10719
Main custodian–Empower–
Filing with the SEC since202620202026
Tools in their stack323
People on Advicer.bio211

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

ToolFranson Financial LLCDp Grow LLCFedway Financial LLC
Custodial Platform
Altruist––Uses it
Charles SchwabUses it––
Interactive BrokersUses it––
Schedule Apps
Acuity Scheduling–Uses it–
Calendly––Uses it
Financial Planning
RightCapital (Right Capital)Uses it–Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Franson Financial LLC: none listed · Dp Grow LLC: Empower · Fedway Financial LLC: none listed