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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 Senior Financial and Realty Assoc. (swap one in):+ III Financial, LLC $42.8M+ Davidson & Watson Financial $42.8M · Lake Oswego, OR+ Wealth Planning Group LLC $38.7M · Minnetonka, MN+ Rhb Capital, Inc. $38.7M · Huntington Beach, CA
El Dorado Hills, CA
Assets under management$40.7M$42.8M$42.8M
Asset growth, last 2 years+44%−2%–
Advisory staff261
Individual clients83289
Assets per client$491K$1.5M$4.8M
Clients per advisor4259
Main custodianSchwabSchwab–
Filing with the SEC since202120182026
Tools in their stack––2
People on Advicer.bio261

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

ToolSenior Financial and Realty Assoc.Mw Investment StrategyFormula Wealth
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Senior Financial and Realty Assoc.: Schwab · Mw Investment Strategy: Schwab · Formula Wealth: none listed