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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 David Vaughan Investments, LLC (swap one in):+ Dynamic $5.64B · Phoenix, AZ+ Yale Capital Corp. $5.62B · St. Petersburg, FL+ Chicago Capital, LLC $4.82B · Chicago, IL+ Brownson, Rehmus & Foxworth, Inc. $4.79B · Chicago, IL
Peoria, IL
San Diego, CA
New York, NY
Assets under management$5.33B$5.63B$5.64B
Asset growth, last 2 years+24%+50%+8%
Advisory staff4893
Individual clients1,16412,77498
Assets per client$4.6M$441K$57.5M
Clients per advisor241,41933
Main custodianSchwabFifth Third BancorpPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio24314

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

ToolDavid Vaughan Investments, LLCDunhamBrave Warrior Advisors, LLC
CRM
HubSpot–Uses it–

Custodians on Form ADV: David Vaughan Investments, LLC: Schwab · Dunham: Fifth Third Bancorp · Brave Warrior Advisors, LLC: Pershing, BNY