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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 Novus Advisors (swap one in):+ Quinn Financial Planning, LLC $96M · Orland Park, IL+ Willis Financial Services, Inc. $95.9M+ Bryant Financial Advisory, Inc. $86.7M+ Bowen Wealth $86.1M · Mount Pleasant, SC
Greenville, SC
Chandler, AZ
Assets under management$91.3M$95.9M$86.7M
Asset growth, last 2 years−57%––
Advisory staff311
Individual clients2671391
Assets per client$342K$7.4M$953K
Clients per advisor891391
Main custodianSchwab––
Filing with the SEC since201320262026
Tools in their stack––3
People on Advicer.bio311

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

ToolNovus AdvisorsDancourt Management, LLCSonmore Financial LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Novus Advisors: Schwab, Broadridge Business Process Outsourcing, LLC · Dancourt Management, LLC: none listed · Sonmore Financial LLC: none listed