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 Ftn Capital Management (swap one in):+ Serene Point Advisors LLC $32.9M+ Celaya Wealth Management $32.9M+ Fischer Wealth Advisors, LLC $29.7M+ Dunn Financial Advisors, LLC $29.7M
Littleton, CO
Assets under management$31.3M$32.9M$32.9M
Asset growth, last 2 years–––
Advisory staff131
Individual clients85989
Assets per client$3.9M$557K$370K
Clients per advisor82089
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–3–
People on Advicer.bio131

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

ToolFtn Capital ManagementTheory Planning PartnersLighthouse Investment Advisors, Inc.
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–