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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 Hussmen Financial (swap one in):+ Applied Wealth Management $46M · Bakersfield, CA+ Center Pillar Wealth Management LLC $46M · Newark, CA+ Ascend Wealth Advisors, LLC $41.6M · Broadview Heights, OH+ Vetter Planning $41.6M
Midlothian, VA
Prescott, AZ
Des Plaines, IL
Assets under management$43.8M$46M$46M
Asset growth, last 2 years−8%+130%–
Advisory staff111
Individual clients24534
Assets per client$21.9M$1M$1.4M
Clients per advisor24534
Main custodian–––
Filing with the SEC since2012 or earlier2012 or earlier2025
Tools in their stack–1–
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Sep 2026, May 2025). 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

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.

ToolHussmen FinancialDogwood Capital ManagementKakis Financial Services Inc.
Digital Marketing
Snappy Kraken–Uses it–