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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 Davis Capital Management (swap one in):+ Parker Financial LLC $272M · Silverdale, WA+ Ryan Investments $272M · Basalt, CO+ Des Moines Investments, LLC $246M · Des Moines, IA+ Rinaldi Wealth Management, Inc. $243.2M · Bonita Springs, FL
Jacksonville, FL
Tampa, FL
Baton Rouge, LA
Assets under management$259M$274M$246M
Asset growth, last 2 years+33%+3%+83%
Advisory staff413
Individual clients23222887
Assets per client$1.1M$1.2M$2.8M
Clients per advisor5822829
Main custodianSchwabPershingFidelity
Filing with the SEC since20202012 or earlier2023
Tools in their stack–12
People on Advicer.bio413

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

ToolDavis Capital ManagementPrivate Wealth Group, LLCAsempa Wealth Advisors
Custodial Platform
Wealthscape (Fidelity)––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Davis Capital Management: Schwab · Private Wealth Group, LLC: Pershing · Asempa Wealth Advisors: Fidelity