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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 D'orazio Wealth Advisors (swap one in):+ Edgemoor Investment Advisors, Inc. $1.52B · Bethesda, MD+ RBC Securities, Inc. $1.52B · Los Angeles, CA+ Onyx Bridge Wealth Group LLC $1.37B · Tarrytown, NY+ The Institute $1.37B · Denver, CO
Vienna, VA
Richmond, VA
Wayne, PA
Assets under management$1.44B$1.54B$1.52B
Asset growth, last 2 years+21%+55%+131%
Advisory staff71319
Individual clients2912662,504
Assets per client$5M$5.8M$605K
Clients per advisor4220132
Main custodianSchwabSchwabRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–2–
People on Advicer.bio9720

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

ToolD'orazio Wealth AdvisorsWealthcrossingAlden Capital
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: D'orazio Wealth Advisors: Schwab, Fidelity · Wealthcrossing: Schwab · Alden Capital: Raymond James