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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 Aegis Wealth (swap one in):+ Dahring | Cusmano and Associates $781.4M · Novi, MI+ West Michigan Advisors $781.3M · Holland, MI+ Northcape Wealth Management $706.1M · Williamsville, NY+ Empire Financial Management Company, LLC $706M · Holmdel, NJ
Bethesda, MD
Hunt Valley, MD
Greenwood Village, CO
Assets under management$744.1M$790.1M$706.2M
Asset growth, last 2 years+6%+27%+30%
Advisory staff647
Individual clients123281421
Assets per client$6M$2.8M$1.7M
Clients per advisor217060
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack112
People on Advicer.bio557

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

ToolAegis WealthMarathon Capital ManagementDodds Wealth, LLC
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
AdvyzonUses it––
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Aegis Wealth: Schwab, Fidelity · Marathon Capital Management: Schwab, Fidelity · Dodds Wealth, LLC: LPL Financial