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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
Southfield, MI
Assets under management$24.7B$26.35B$26.93B
Asset growth, last 2 years+28%+229%+31%
Advisory staff228216142
Individual clients16,85517,8093,988
Assets per client$1.5M$1.5M$6.8M
Clients per advisor748228
Main custodianPershingFidelity–
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack132
People on Advicer.bio340230131

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, LLCPlante Moran Financial Advisors
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)–Uses it–
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Davenport & Company LLC: Pershing · Summit Financial, LLC: Fidelity, Schwab · Plante Moran Financial Advisors: none listed