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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):+ Whelan Financial $781.8M · Fresno, CA+ Dahring | Cusmano and Associates $781.4M · Novi, MI+ Dodds Wealth, LLC $706.2M · Greenwood Village, CO+ Northcape Wealth Management $706.1M · Williamsville, NY
Bethesda, MD
Hunt Valley, MD
Holland, MI
Assets under management$744.1M$790.1M$781.3M
Asset growth, last 2 years+6%+27%+58%
Advisory staff6416
Individual clients1232811,378
Assets per client$6M$2.8M$567K
Clients per advisor217086
Main custodianSchwabSchwabRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack113
People on Advicer.bio5517

From each firm's latest Form ADV (Mar 2026, Feb 2026, Oct 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 ManagementWest Michigan Advisors
Custodial Platform
Charles Schwab––Uses it
Planning Light
AdvyzonUses it––
Portfolio Management
Orion–Uses it–
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Aegis Wealth: Schwab, Fidelity · Marathon Capital Management: Schwab, Fidelity · West Michigan Advisors: Raymond James, Schwab