Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Moore, Dorothea Jane (swap one in):+ Diamond Peak Wealth Management LLC $29.9M · Bend, OR+ Five Factor Capital Advisors $29.9M · Rye Brook, NY+ Gpwm Advisors LLC $27M · Eagle, ID+ Mullett Financial LLC $27M
Lincolnwood, IL
Calabasas, CA
Assets under management$28.4M$29.9M$29.9M
Asset growth, last 2 years––+278%
Advisory staff111
Individual clients192822
Assets per client$1.5M$1.1M$1.4M
Clients per advisor192822
Main custodian––Schwab
Filing with the SEC since202620262023
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 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

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

Custodians on Form ADV: Moore, Dorothea Jane: none listed · Sora Wealth, LLC: none listed · Mari Legacy Group, LLC: Schwab