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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 Adrian Day Asset Management (swap one in):+ D C Voss & Company, LLC $232.9M+ Summit Financial Advisors, Inc. $232.8M · Middletown, OH+ Guerra Pan Advisors, LLC $210.4M+ Fidelis Wealth Advisors $210.4M · Castle Rock, CO
Dorado, PR
Columbia, MO
Bellingham, WA
Assets under management$221.6M$232.9M$210.3M
Asset growth, last 2 years+118%+11%+91%
Advisory staff252
Individual clients134480483
Assets per client$1.7M$485K$435K
Clients per advisor6796242
Main custodianRBC–Pershing
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–1–
People on Advicer.bio162

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

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.

ToolAdrian Day Asset ManagementSundvold FinancialBaring Financial LLC
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Adrian Day Asset Management: RBC · Sundvold Financial: none listed · Baring Financial LLC: Pershing, Schwab