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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 Deerfield (swap one in):+ Sivia Capital Partners, LLC $1.24B · Mill Valley, CA+ Wealth Dimensions Group, LTD. $1.24B · Cincinnati, OH+ Founders Family Office $1.12B · Miami, FL+ Asa Managed Account Managers LLC $1.12B · Minneapolis, MN
Indianapolis, IN
Santa Barbara, CA
Jericho, NY
Assets under management$1.18B$1.24B$1.24B
Asset growth, last 2 years+59%+67%+96%
Advisory staff689
Individual clients310595730
Assets per client$3.8M$2.1M$1.7M
Clients per advisor527481
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20162018
Tools in their stack–15
People on Advicer.bio7810

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.

ToolDeerfieldArlington Financial Advisors, LLCOpal Wealth Advisors, LLC
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Deerfield: Schwab · Arlington Financial Advisors, LLC: Schwab · Opal Wealth Advisors, LLC: Schwab