Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Counterweight Private Wealth $207.2M · Wilmington, NC+ Comprehensive Financial Consultants $187.3M · Cicero, IN+ Secure Planning $187M · Portsmouth, NH
Salem, NH
Nashua, NH
Highland Heights, OH
Assets under management$197.1M$207.8M$207.1M
Asset growth, last 2 years+45%+57%+24%
Advisory staff533
Individual clients87177162
Assets per client$2.3M$1.2M$1.3M
Clients per advisor175954
Main custodianFidelitySchwabSchwab
Filing with the SEC since202420212017
Tools in their stack4–1
People on Advicer.bio433

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, LLCPurtill Financial LLC
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Portfolio Management
EnvestnetUses it––
Schedule Apps
GRemindersUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Davis Wealth Advisors: Fidelity · Fairscale Capital, LLC: Schwab · Purtill Financial LLC: Schwab