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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):+ Counterweight Private Wealth $207.2M · Wilmington, NC+ Purtill Financial LLC $207.1M · Highland Heights, OH+ Comprehensive Financial Consultants $187.3M · Cicero, IN+ Harbor Asset Planning, Inc. $187.3M
Salem, NH
Nashua, NH
Portsmouth, NH
Assets under management$197.1M$207.8M$187M
Asset growth, last 2 years+45%+57%+15%
Advisory staff533
Individual clients87177529
Assets per client$2.3M$1.2M$354K
Clients per advisor1759176
Main custodianFidelitySchwabSEI
Filing with the SEC since202420212012 or earlier
Tools in their stack4––
People on Advicer.bio434

From each firm's latest Form ADV (Jul 2026, Jan 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 Wealth AdvisorsFairscale Capital, LLCSecure Planning
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Portfolio Management
EnvestnetUses it––
Schedule Apps
GRemindersUses it––

Custodians on Form ADV: Davis Wealth Advisors: Fidelity · Fairscale Capital, LLC: Schwab · Secure Planning: SEI, Schwab