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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 Armstrong Dixon (swap one in):+ Kassouf Wealth Advisors, LLC $471.3M · Birmingham, AL+ Illumination Wealth Management $471.1M · San Diego, CA+ Paradigm Investment Advisory, LLC $425.1M · Bridgewater, NJ+ Lifemark Securities Corp. $424.9M · Rochester, NY
Baltimore, MD
Rexburg, ID
Tullahoma, TN
Assets under management$447.5M$471.2M$425.1M
Asset growth, last 2 years+43%+263%+28%
Advisory staff6102
Individual clients29093963
Assets per client$1.5M$502K$6.7M
Clients per advisor489432
Main custodianLPL FinancialLPL FinancialBNY
Filing with the SEC since201320232012 or earlier
Tools in their stack–2–
People on Advicer.bio6102

From each firm's latest Form ADV (Jun 2026, Jul 2026, 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.

ToolArmstrong DixonSand Creek Capital, LLCAshdon Investment Management, LLC
Portfolio Management
Orion–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Armstrong Dixon: LPL Financial · Sand Creek Capital, LLC: LPL Financial · Ashdon Investment Management, LLC: BNY