Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Baring Financial LLC $210.3M · Bellingham, WA
Dorado, PR
Columbia, MO
Castle Rock, CO
Assets under management$221.6M$232.9M$210.4M
Asset growth, last 2 years+118%+11%+9%
Advisory staff255
Individual clients134480191
Assets per client$1.7M$485K$1.1M
Clients per advisor679638
Main custodianRBC–Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–18
People on Advicer.bio165

From each firm's latest Form ADV (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.

ToolAdrian Day Asset ManagementSundvold FinancialFidelis Wealth Advisors
Digital Marketing
Amplify Reviews––Uses it
Snappy Kraken––Uses it
Client Portal
Fynancial––Uses it
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Adrian Day Asset Management: RBC · Sundvold Financial: none listed · Fidelis Wealth Advisors: Fidelity, Schwab