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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):+ Brave Warrior Advisors, LLC $5.64B · New York, NY+ Dynamic $5.64B · Phoenix, AZ+ Chicago Capital, LLC $4.82B · Chicago, IL+ Brownson, Rehmus & Foxworth, Inc. $4.79B · Chicago, IL
Peoria, IL
San Diego, CA
St. Petersburg, FL
Assets under management$5.33B$5.63B$5.62B
Asset growth, last 2 years+24%+50%+63%
Advisory staff4894
Individual clients1,16412,774118
Assets per client$4.6M$441K$47.6M
Clients per advisor241,41930
Main custodianSchwabFifth Third BancorpSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio24315

From each firm's latest Form ADV (Jul 2026, Aug 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, LLCDunhamYale Capital Corp.
CRM
HubSpot–Uses it–

Custodians on Form ADV: David Vaughan Investments, LLC: Schwab · Dunham: Fifth Third Bancorp · Yale Capital Corp.: Schwab