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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 Deak Reynolds Company (swap one in):+ Blackwatch Financial Group, LLC $28.3M · Lisle, IL+ Great Bay Wealth Management $28.3M+ Rhm Capital Management, Inc. $25.6M · Fort Worth, TX+ Granderson Wealth Management Group Inc $25.6M · Denver, CO
Hawthorne, CA
Assets under management$26.9M$28.3M$28.3M
Asset growth, last 2 years––+176%
Advisory staff112
Individual clients122855
Assets per client$2.2M$1M$515K
Clients per advisor122828
Main custodian–––
Filing with the SEC since202620262019
Tools in their stack–5–
People on Advicer.bio–12

From each firm's latest Form ADV (Apr 2026, Jun 2026, Sep 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.

ToolDeak Reynolds CompanyArtisan Financial PlanningCleveralpha
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Advisory Fee Billing
AdvicePay–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–