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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 Delphi Advisers (swap one in):+ Midwest Investment and Retirement Management, Inc. $34.8M · St. John, IN+ Lakeside Financial Inc. $34.8M+ Patterson Partners LTD. $31.5M · Hamilton+ Guidepost Capital Management Group, LLC $31.5M
Vancouver, WA
New Hope, PA
Austin, TX
Assets under management$33.1M$34.8M$31.5M
Asset growth, last 2 years–+122%–
Advisory staff111
Individual clients624265
Assets per client$535K$829K$484K
Clients per advisor624265
Main custodian–––
Filing with the SEC since20262012 or earlier2023
Tools in their stack4––
People on Advicer.bio121

From each firm's latest Form ADV (May 2026, Mar 2026, Mar 2023). 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

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.

ToolDelphi AdvisersMoondance Investment Advisors, LLCAmplio Wealth Management, Inc.
Cash Management/Budgeting
MAX (Your Best Interest)Uses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
CapitectUses it––