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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 Saunders Financial LLC (swap one in):+ Dobson Asset Management LLC $72M · Portland, OR+ Capital Fiduciary Advisors $72M · Ashburn, VA+ Bone Asset Management $65M · Bloomfield Hills, MI+ Wealth for You Financial, LLC $65M · Grand Blanc, MI
Livonia, MI
Allen Park, MI
Assets under management$68.6M$72M$72M
Asset growth, last 2 years––+24%
Advisory staff113
Individual clients66121246
Assets per client$1M$595K$293K
Clients per advisor6612182
Main custodian––Vanguard
Filing with the SEC since202620262021
Tools in their stack–22
People on Advicer.bio123

From each firm's latest Form ADV (Aug 2026, 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

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.

ToolSaunders Financial LLCAffinity Financial AdvisoryHarvest Capital Assets, LLC
Client Data Gathering
Asset-Map––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Saunders Financial LLC: none listed · Affinity Financial Advisory: none listed · Harvest Capital Assets, LLC: Vanguard, LPL Financial