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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 Db Advisors (swap one in):+ Axiom Investment Solutions LLC $51.4M+ Tuma Financial, LLC $51.4M+ Fioh Global Asset Management and Strategies, LLC $46.4M+ Cwos for Hire $46M · Saint Louis, MO
Springfield, MO
Greenwich, CT
Assets under management$48.9M$51.3M$51.3M
Asset growth, last 2 years––+185%
Advisory staff411
Individual clients1347718
Assets per client$365K$667K$2.9M
Clients per advisor347718
Main custodian––Interactive Brokers
Filing with the SEC since202620262021
Tools in their stack––1
People on Advicer.bio411

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

ToolDb AdvisorsOpen Wealth NetworkMartorell Capital Partners, LLC
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Db Advisors: none listed · Open Wealth Network: none listed · Martorell Capital Partners, LLC: Interactive Brokers