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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+ Dodds Wealth, LLC $706.2M · Greenwood Village, CO+ Empire Financial Management Company, LLC $706M · Holmdel, NJ
Bethesda, MD
Hunt Valley, MD
Williamsville, NY
Assets under management$744.1M$790.1M$706.1M
Asset growth, last 2 years+6%+27%+25%
Advisory staff643
Individual clients123281570
Assets per client$6M$2.8M$1.2M
Clients per advisor2170190
Main custodianSchwabSchwabWells Fargo
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack11–
People on Advicer.bio554

From each firm's latest Form ADV (Mar 2026, Feb 2026, Aug 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 ManagementNorthcape Wealth Management
Planning Light
AdvyzonUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Aegis Wealth: Schwab, Fidelity · Marathon Capital Management: Schwab, Fidelity · Northcape Wealth Management: Wells Fargo