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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 Launch Financial Planning (swap one in):+ Coastal Capital Advisors $52.3M+ Generations Wealth Design $52.3M · Topeka, KS+ Axion Financial Group LLC $47.3M · Bethany Beach, DE+ Brave Boat Capital Advisors $47M · Boston, MA
Andover, MA
Lubbock, TX
Manhattan Beach, CA
Assets under management$49.8M$52.3M$52.3M
Asset growth, last 2 years–+23%–
Advisory staff221
Individual clients5435767
Assets per client$922K$147K$781K
Clients per advisor2717967
Main custodian–Schwab–
Filing with the SEC since202620232026
Tools in their stack3––
People on Advicer.bio221

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

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.

ToolLaunch Financial PlanningFamily Dynasty Advisors LLCExcelsus Capital Management
Custodial Platform
Charles SchwabUses it––
Financial Planning
Envestnet MoneyGuideUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Launch Financial Planning: none listed · Family Dynasty Advisors LLC: Schwab · Excelsus Capital Management: none listed