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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):+ Long Road Investment Counsel, LLC $346.4M · Kalamazoo, MI+ 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
San Diego, CA
Assets under management$329.6M$346.7M$349.6M
Asset growth, last 2 years+22%+78%–
Advisory staff168
Individual clients285141509
Assets per client$1.2M$2.5M$687K
Clients per advisor2852464
Main custodianSchwabSchwab–
Filing with the SEC since202020212024
Tools in their stack–31
People on Advicer.bio1513

From each firm's latest Form ADV (Oct 2026, Mar 2026, Jun 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 CapitalSuperior Planning Wealth Management & Family Office
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
OnceHub––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Dai Advisors: Schwab · Citrine Capital: Schwab · Superior Planning Wealth Management & Family Office: none listed