Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Dai Advisors (swap one in):+ Superior Planning Wealth Management & Family Office $349.6M · San Diego, CA+ Long Road Investment Counsel, LLC $346.4M · Kalamazoo, MI+ Jpc Wealth Management, Inc. $312.7M · Petaluma, CA+ Qca Capital Management Inc $312.7M · Los Angeles, CA
Menlo Park, CA
San Francisco, CA
Lafayette, CA
Assets under management$329.6M$346.7M$346.4M
Asset growth, last 2 years+22%+78%+59%
Advisory staff163
Individual clients285141225
Assets per client$1.2M$2.5M$1.5M
Clients per advisor2852475
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020212012 or earlier
Tools in their stack–3–
People on Advicer.bio153

From each firm's latest Form ADV (Oct 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.

ToolDai AdvisorsCitrine CapitalGebhardt Group, Inc
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Dai Advisors: Schwab · Citrine Capital: Schwab · Gebhardt Group, Inc: Schwab, Fidelity