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 Deerfield (swap one in):+ Opal Wealth Advisors, LLC $1.24B · Jericho, NY+ 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
Centennial, CO
Assets under management$1.18B$1.24B$1.11B
Asset growth, last 2 years+59%+67%+50%
Advisory staff687
Individual clients310595446
Assets per client$3.8M$2.1M$2.5M
Clients per advisor527464
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack–12
People on Advicer.bio788

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, LLCSchaefer Financial Management, Inc.
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Deerfield: Schwab · Arlington Financial Advisors, LLC: Schwab · Schaefer Financial Management, Inc.: none listed