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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 Satori Financial LLC (swap one in):+ Kbr Financial Solutions $52.8M · Londonderry, NH+ Fairview Financial LLC $52.8M+ Ziment Financial Advisors, Inc. $47.8M+ Dollinger Management Inc. $47.7M
Granville, OH
Nichols Hills, OK
Assets under management$50.3M$52.8M$52.8M
Asset growth, last 2 years––−1%
Advisory staff112
Individual clients24108103
Assets per client$2.1M$489K$513K
Clients per advisor2410852
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack14–
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

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.

ToolSatori Financial LLCWalden FinancialWilshire-Pennington Group, Inc.
Client Data Gathering
JotformUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–