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 Greenway Financial Planning, LLC (swap one in):+ Hawthorne Wellman Financial Planning, LLC $75K+ Dca Investment Advisory, LLC $72K+ Afrobloc $63K+ Broken Investing, LLC $60K · Waco, TX
San Diego, CA
Assets under management$67K$73K$64K
Asset growth, last 2 years–+18,186%–
Advisory staff101
Individual clients1313
Assets per client$67K$2K$21K
Clients per advisor1–3
Main custodian–––
Filing with the SEC since202620232026
Tools in their stack––2
People on Advicer.bio1–1

From each firm's latest Form ADV (Feb 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

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.

ToolGreenway Financial Planning, LLCSocialtraderTandem Financial Planning LLC
Client Data Gathering
Jotform––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it