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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):+ Astra Wealth Partners $268.4M · Jersey City, NJ+ Jmk & Associates, LLC $268.4M · Spokane, WA+ Chiron Capital Management, LLC $242.6M · Tallahassee, FL+ Cladis Investment Advisory LLC $242.6M · Billings, MT
Wilmington, DE
Wappingers Falls, NY
Alexander City, AL
Assets under management$255.6M$268.4M$242.6M
Asset growth, last 2 years+148%+41%+130%
Advisory staff332
Individual clients89307245
Assets per client$2.9M$874K$990K
Clients per advisor30102123
Main custodianSEISchwabSchwab
Filing with the SEC since202420192024
Tools in their stack––4
People on Advicer.bio332

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

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.

ToolDelaware Wealth PlannersSage Investment Advisers LLCBlalock Williams, LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black Diamond––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Delaware Wealth Planners: SEI, Schwab · Sage Investment Advisers LLC: Schwab · Blalock Williams, LLC: Schwab, Pershing