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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 Loftus Wealth Strategies (swap one in):+ Dominion Wealth Management, LLC $60M · Wilmington, NC+ Sws Advisors, Inc. $60M · Columbus, OH+ Mountain View Wealth Management LLC $54.2M · Arlington, VA+ Donnelly Investments $54.2M
Phoenix, AZ
Liberty Lake, WA
Assets under management$57.1M$60M$54.2M
Asset growth, last 2 years–––
Advisory staff111
Individual clients11940108
Assets per client$480K$1.5M$502K
Clients per advisor11940108
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–8–
People on Advicer.bio111

From each firm's latest Form ADV (Jan 2026, Jun 2026, Oct 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.

ToolLoftus Wealth StrategiesMontebello AvenueSimple Wealth LLC
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Advisory Fee Billing
AdvicePay–Uses it–
Client Portal
Kubera–Uses it–
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–