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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 Wealth Advisors (swap one in):+ Fried Asset Management, Inc. $28.5M+ Reigate Investors LLC $28.5M+ Buena Vista Investment Management LLC $25.7M · Wisconsin Rapids, WI+ Fee-Only Financial Advisors, LLC $25.7M
Moorestown, NJ
Erie, PA
Assets under management$27.1M$28.5M$25.7M
Asset growth, last 2 years––+48%
Advisory staff111
Individual clients663064
Assets per client$411K$950K$402K
Clients per advisor663064
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–4–
People on Advicer.bio112

From each firm's latest Form ADV (Mar 2026, Sep 2026, Mar 2024). 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

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 Wealth AdvisorsPurpose BuiltProvident Wealth Management Inc
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–