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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 Front Porch Financial Advisory (swap one in):+ Dynamic Wealth Strategies, LLC $190.7M · Granite Bay, CA+ Masus Financial Group, LTD. $190.6M · Batavia, IL+ Investor Advisory Group $172.1M · Charlotte, NC+ Hayden Harper Wealth Advisory, LLC $171.1M · Charlotte, NC
Charlotte, NC
Greenwood Village, CO
Denver, CO
Assets under management$181.3M$190.5M$190.4M
Asset growth, last 2 years+47%+44%−2%
Advisory staff120
Individual clients114219199
Assets per client$1.6M$870K$957K
Clients per advisor114110–
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420212016
Tools in their stack3–1
People on Advicer.bio225

From each firm's latest Form ADV (Jan 2026, Jul 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.

ToolFront Porch Financial AdvisoryWisdom Wealth StrategiesVanguard Capital
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy Kraken––Uses it
Planning Light
AdvyzonUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Front Porch Financial Advisory: Schwab, Voya Retirement Advisors, LLC · Wisdom Wealth Strategies: Schwab · Vanguard Capital: Schwab