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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+ Jordan Park Group LLC $23.26B · San Francisco, CA+ Johnson Investment Counsel, Inc. $22.98B · Cincinnati, OH
Richmond, VA
Parsippany, NJ
Carmel, IN
Assets under management$24.7B$26.35B$23.33B
Asset growth, last 2 years+28%+229%+28%
Advisory staff22821636
Individual clients16,85517,809589
Assets per client$1.5M$1.5M$39.6M
Clients per advisor748216
Main custodianPershingFidelityFidelity
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack134
People on Advicer.bio34023050

From each firm's latest Form ADV (Jul 2026, Sep 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, LLCOxford Financial Group, LTD
Custodial Platform
NetX360 (Pershing)Uses it–Uses it
Wealthscape (Fidelity)–Uses itUses it
Charles Schwab–Uses it–
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney–Uses it–
Project Management
Smartsheet––Uses it

Custodians on Form ADV: Davenport & Company LLC: Pershing · Summit Financial, LLC: Fidelity, Schwab · Oxford Financial Group, LTD: Fidelity, Pershing