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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
Downers Grove, IL
Assets under management$5.33B$5.63B$4.78B
Asset growth, last 2 years+24%+50%+59%
Advisory staff489102
Individual clients1,16412,7749,160
Assets per client$4.6M$441K$522K
Clients per advisor241,41990
Main custodianSchwabFifth Third BancorpLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–1–
People on Advicer.bio2431114

From each firm's latest Form ADV (Jul 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, LLCDunhamHighpoint Planning Partners
CRM
HubSpot–Uses it–

Custodians on Form ADV: David Vaughan Investments, LLC: Schwab · Dunham: Fifth Third Bancorp · Highpoint Planning Partners: LPL Financial