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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):+ RBC Securities, Inc. $1.52B · Los Angeles, CA+ Alden Capital $1.52B · Wayne, PA+ Onyx Bridge Wealth Group LLC $1.37B · Tarrytown, NY+ The Institute $1.37B · Denver, CO
Vienna, VA
Richmond, VA
Lutherville, MD
Assets under management$1.44B$1.54B$1.37B
Asset growth, last 2 years+21%+55%+151%
Advisory staff71313
Individual clients291266335
Assets per client$5M$5.8M$4.1M
Clients per advisor422026
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack–22
People on Advicer.bio9712

From each firm's latest Form ADV (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.

ToolD'orazio Wealth AdvisorsWealthcrossingBlack Diamond Financial, LLC
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
E-Signature
Adobe Sign––Uses it

Custodians on Form ADV: D'orazio Wealth Advisors: Schwab, Fidelity · Wealthcrossing: Schwab · Black Diamond Financial, LLC: Schwab