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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 Dai Advisors (swap one in):+ Superior Planning Wealth Management & Family Office $349.6M · San Diego, CA+ Gebhardt Group, Inc $346.4M · Lafayette, CA+ Jpc Wealth Management, Inc. $312.7M · Petaluma, CA+ Qca Capital Management Inc $312.7M · Los Angeles, CA
Menlo Park, CA
San Francisco, CA
Kalamazoo, MI
Assets under management$329.6M$346.7M$346.4M
Asset growth, last 2 years+22%+78%+37%
Advisory staff162
Individual clients28514134
Assets per client$1.2M$2.5M$10.2M
Clients per advisor2852417
Main custodianSchwabSchwabPnc Bank
Filing with the SEC since202020212014
Tools in their stack–31
People on Advicer.bio152

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 CapitalLong Road Investment Counsel, LLC
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Dai Advisors: Schwab · Citrine Capital: Schwab · Long Road Investment Counsel, LLC: Pnc Bank, William Blair & Company L.l.c.