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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+ Amplio Wealth Management, Inc. $31.5M · Austin, TX+ Guidepost Capital Management Group, LLC $31.5M
Vancouver, WA
New Hope, PA
Hamilton
Assets under management$33.1M$34.8M$31.5M
Asset growth, last 2 years–+122%+75%
Advisory staff112
Individual clients624215
Assets per client$535K$829K$2.1M
Clients per advisor62428
Main custodian––Interactive Brokers
Filing with the SEC since20262012 or earlier2019
Tools in their stack4–2
People on Advicer.bio121

From each firm's latest Form ADV (May 2026, Mar 2026, Sep 2025). 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.

ToolDelphi AdvisersMoondance Investment Advisors, LLCPatterson Partners LTD.
Cash Management/Budgeting
MAX (Your Best Interest)Uses it––
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
CapitectUses it––
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Delphi Advisers: none listed · Moondance Investment Advisors, LLC: none listed · Patterson Partners LTD.: Interactive Brokers