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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 Daniel Investments, Inc. (swap one in):+ Scenic Wealth Management, LLC $63.9M+ Advanta Wealth Management $63.8M · Lynchburg, VA+ Williams Advisory Services, LLC $57.6M · Wellesley, MA+ Integrity Financial Advisors, LLC $57.2M · Grand Rapids, MI
Troy, MI
Grosse Pointe Woods, MI
La Paz
Assets under management$60.7M$64.2M$63.8M
Asset growth, last 2 years––+41%
Advisory staff121
Individual clients4913390
Assets per client$1.2M$483K$709K
Clients per advisor496790
Main custodian––Fidelity
Filing with the SEC since202620262020
Tools in their stack–4–
People on Advicer.bio12–

From each firm's latest Form ADV (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.

ToolDaniel Investments, Inc.Bowline Financial, LLCOtg Asset Management, LTD.
Custodial Platform
Betterment Advisor Solutions–Uses it–
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Daniel Investments, Inc.: none listed · Bowline Financial, LLC: none listed · Otg Asset Management, LTD.: Fidelity