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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+ 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
Los Angeles, CA
Assets under management$1.44B$1.54B$1.52B
Asset growth, last 2 years+21%+55%+2%
Advisory staff713124
Individual clients2912661,292
Assets per client$5M$5.8M$1.2M
Clients per advisor422010
Main custodianSchwabSchwabCity National Bank
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio97124

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 AdvisorsWealthcrossingRBC Securities, Inc.
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: D'orazio Wealth Advisors: Schwab, Fidelity · Wealthcrossing: Schwab · RBC Securities, Inc.: City National Bank