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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 Janus Financial (swap one in):+ Dewitt and Dunn Financial Services, LLC $35.6M · Addison, TX+ Westhollow Wealth Management $35.6M · Milton, GA+ The Planning Associates, Inc. $32.2M · Phoenix, AZ+ Attune Financial Planning, LLC $32.2M
Scottsdale, AZ
Troy, MI
Santa Clara, CA
Assets under management$33.9M$35.6M$32.2M
Asset growth, last 2 years––+61%
Advisory staff112
Individual clients5211553
Assets per client$652K$310K$607K
Clients per advisor5211527
Main custodian––Schwab
Filing with the SEC since202620262019
Tools in their stack1–2
People on Advicer.bio112

From each firm's latest Form ADV (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.

ToolJanus FinancialBridgewise Wealth ManagementFigtree Financial Advisors, LLC
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Janus Financial: none listed · Bridgewise Wealth Management: none listed · Figtree Financial Advisors, LLC: Schwab