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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+ Highpoint Planning Partners $4.78B · Downers Grove, IL
Peoria, IL
San Diego, CA
Chicago, IL
Assets under management$5.33B$5.63B$4.79B
Asset growth, last 2 years+24%+50%+29%
Advisory staff48916
Individual clients1,16412,774263
Assets per client$4.6M$441K$18.2M
Clients per advisor241,41916
Main custodianSchwabFifth Third Bancorp–
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–1–
People on Advicer.bio243116

From each firm's latest Form ADV (Jul 2026, Mar 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, LLCDunhamBrownson, Rehmus & Foxworth, Inc.
CRM
HubSpot–Uses it–

Custodians on Form ADV: David Vaughan Investments, LLC: Schwab · Dunham: Fifth Third Bancorp · Brownson, Rehmus & Foxworth, Inc.: none listed