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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 J Dostal Investments (swap one in):+ Turner Financial $5M · Omaha, NE+ Wealth Beyond Math $5M · Austin, TX+ Kwma $4.5M+ 245 Investments LLC $4.5M · Sacramento, CA
Scottsdale, AZ
Miami, FL
Assets under management$4.8M$5M$4.5M
Asset growth, last 2 years––−78%
Advisory staff111
Individual clients81811
Assets per client$597K$279K$412K
Clients per advisor81811
Main custodian––Interactive Brokers
Filing with the SEC since202620262018
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Feb 2026, Jun 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

Advisory staff

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: J Dostal Investments: none listed · Akkadian Wealth LLC: none listed · Belvedere Wealth Advisors LLC: Interactive Brokers