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 Ddo Advisory Services, LLC (swap one in):+ Gile Agnew, LLC $28.2M · Columbus, WI+ Inclinevest $28.2M+ Cowling Bay Wealth Management, LLC $25.5M+ Platte West Wealth Management, LLC $25.5M
Rhinebeck, NY
Brooklyn, NY
Assets under management$26.8M$28.2M$28.2M
Asset growth, last 2 years–––
Advisory staff111
Individual clients4511935
Assets per client$596K$237K$805K
Clients per advisor4511935
Main custodianAssetMark––
Filing with the SEC since202420262026
Tools in their stack––2
People on Advicer.bio111

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

ToolDdo Advisory Services, LLCUniverse, Inc.Svane Capital, LLC
Portfolio Management
Blueleaf––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Ddo Advisory Services, LLC: AssetMark, Pershing · Universe, Inc.: none listed · Svane Capital, LLC: none listed