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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+ Astra Wealth Partners $268.4M · Jersey City, NJ+ Blalock Williams, LLC $242.6M · Alexander City, AL+ Chiron Capital Management, LLC $242.6M · Tallahassee, FL
Wilmington, DE
Wappingers Falls, NY
Spokane, WA
Assets under management$255.6M$268.4M$268.4M
Asset growth, last 2 years+148%+41%−24%
Advisory staff331
Individual clients893071,453
Assets per client$2.9M$874K$185K
Clients per advisor301021,453
Main custodianSEISchwabLPL Financial
Filing with the SEC since202420192021
Tools in their stack–––
People on Advicer.bio331

From each firm's latest Form ADV (Sep 2026, Mar 2026, Jan 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 · Jmk & Associates, LLC: LPL Financial