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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 Delaware Wealth Planners (swap one in):+ Athos Private Wealth LLC $268.5M · Holladay, UT+ Jmk & Associates, LLC $268.4M · Spokane, WA+ Blalock Williams, LLC $242.6M · Alexander City, AL+ Chiron Capital Management, LLC $242.6M · Tallahassee, FL
Wilmington, DE
Wappingers Falls, NY
Jersey City, NJ
Assets under management$255.6M$268.4M$268.4M
Asset growth, last 2 years+148%+41%+66%
Advisory staff333
Individual clients89307137
Assets per client$2.9M$874K$2M
Clients per advisor3010246
Main custodianSEISchwabSchwab
Filing with the SEC since202420192022
Tools in their stack–––
People on Advicer.bio333

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Delaware Wealth Planners: SEI, Schwab · Sage Investment Advisers LLC: Schwab · Astra Wealth Partners: Schwab