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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 Act Advisors (swap one in):+ Pathway Financial Advisers, LLC $524.2M · Auburn, IN+ Dlk Investment Management $524M · Solana Beach, CA+ Markowski Investments $473.9M+ Spielberger & Brooks, Inc. $473.8M · Woodbury, NY
Asheville, NC
West Hartford, CT
Denver, CO
Assets under management$498.9M$524M$524.4M
Asset growth, last 2 years+33%+27%−10%
Advisory staff434
Individual clients42041204
Assets per client$1.2M$12.8M$2.6M
Clients per advisor1051451
Main custodianLPL Financial–Schwab
Filing with the SEC since20142012 or earlier2014
Tools in their stack1–3
People on Advicer.bio416

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

ToolAct AdvisorsConifer Investments LTDDenver Pwm, LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Act Advisors: LPL Financial, Schwab · Conifer Investments LTD: none listed · Denver Pwm, LLC: Schwab