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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 Davidov Wealth Group, LLC (swap one in):+ Barden Capital Management, Inc. $183.5M+ Magnolia Wealth Management LLC $183.3M · Dothan, AL+ Feltl Advisors $165.6M · Plymouth, MN+ Black Horse Wealth Management $165.6M
Garden City, NY
Eagle, CO
Largo, FL
Assets under management$174.5M$183.3M$183.2M
Asset growth, last 2 years+93%+31%+60%
Advisory staff256
Individual clients354200291
Assets per client$493K$916K$630K
Clients per advisor1774049
Main custodianSchwabSchwabAssetMark
Filing with the SEC since202020202013
Tools in their stack–2–
People on Advicer.bio258

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

ToolDavidov Wealth Group, LLCElevate Capital AdvisorsEconologics Financial Advisors
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Davidov Wealth Group, LLC: Schwab · Elevate Capital Advisors: Schwab · Econologics Financial Advisors: AssetMark