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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+ Fidelis Wealth Advisors $210.4M · Castle Rock, CO+ Baring Financial LLC $210.3M · Bellingham, WA
Dorado, PR
Columbia, MO
Assets under management$221.6M$232.9M$210.4M
Asset growth, last 2 years+118%+11%+68%
Advisory staff251
Individual clients13448085
Assets per client$1.7M$485K$2.5M
Clients per advisor679685
Main custodianRBC–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–11
People on Advicer.bio161

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 FinancialGuerra Pan Advisors, LLC
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Adrian Day Asset Management: RBC · Sundvold Financial: none listed · Guerra Pan Advisors, LLC: Schwab