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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):+ Fairview Financial LLC $52.8M+ Wilshire-Pennington Group, Inc. $52.8M · Nichols Hills, OK+ Dollinger Management Inc. $47.7M+ Rs Wealth Management, Inc. $47.7M
Granville, OH
Assets under management$50.3M$52.8M$47.8M
Asset growth, last 2 years––+19%
Advisory staff113
Individual clients2410810
Assets per client$2.1M$489K$4.8M
Clients per advisor241083
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack14–
People on Advicer.bio113

From each firm's latest Form ADV (Mar 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

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 FinancialZiment Financial Advisors, 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–