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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 Wealth Advisors (swap one in):+ Bluestone® Financial Advisors, LLC $207.3M · Bethesda, MD+ Purtill Financial LLC $207.1M · Highland Heights, OH+ Comprehensive Financial Consultants $187.3M · Cicero, IN+ Secure Planning $187M · Portsmouth, NH
Salem, NH
Nashua, NH
Wilmington, NC
Assets under management$197.1M$207.8M$207.2M
Asset growth, last 2 years+45%+57%+51%
Advisory staff532
Individual clients8717787
Assets per client$2.3M$1.2M$2.4M
Clients per advisor175944
Main custodianFidelitySchwabFidelity
Filing with the SEC since202420212023
Tools in their stack4–2
People on Advicer.bio432

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

ToolDavis Wealth AdvisorsFairscale Capital, LLCCounterweight Private Wealth
CRM
HubSpot––Uses it
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
EnvestnetUses it––
Schedule Apps
GRemindersUses it––

Custodians on Form ADV: Davis Wealth Advisors: Fidelity · Fairscale Capital, LLC: Schwab · Counterweight Private Wealth: Fidelity