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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 Davenport & Company LLC (swap one in):+ Arax Advisory Partners $26.52B · New York, NY+ 1919 Investment Counsel, LLC $26.04B · Baltimore, MD+ Oxford Financial Group, LTD $23.33B · Carmel, IN+ Jordan Park Group LLC $23.26B · San Francisco, CA
Richmond, VA
Parsippany, NJ
Cincinnati, OH
Assets under management$24.7B$26.35B$22.98B
Asset growth, last 2 years+28%+229%+24%
Advisory staff22821676
Individual clients16,85517,8095,251
Assets per client$1.5M$1.5M$4.4M
Clients per advisor748269
Main custodianPershingFidelitySchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack133
People on Advicer.bio34023066

From each firm's latest Form ADV (Jul 2026, Sep 2026, May 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.

ToolDavenport & Company LLCSummit Financial, LLCJohnson Investment Counsel, Inc.
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney–Uses itUses it

Custodians on Form ADV: Davenport & Company LLC: Pershing · Summit Financial, LLC: Fidelity, Schwab · Johnson Investment Counsel, Inc.: Schwab, U.S. Bank