Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Delta Financial Advisors, Inc (swap one in):+ Toro West Capital Advisors $245.7M · Louisville, CO+ Global Wealth Management, LLC $245.7M · Kingston, NJ+ Colrain Capital LLC $222.2M · Boston, MA+ Maclean Capital Advisors, LLC $222.1M · Indian Wells, CA
Kensington, MD
Chevy Chase, MD
Baltimore, MD
Assets under management$234M$247M$220.9M
Asset growth, last 2 years+24%+31%+20%
Advisory staff6210
Individual clients245175163
Assets per client$955K$1.4M$1.4M
Clients per advisor418816
Main custodianSchwabSEIStifel
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio525

From each firm's latest Form ADV (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.

ToolDelta Financial Advisors, IncIntervest LTDEquitycompass Investment Management, LLC
Client File Sharing
ShareFileUses it––

Custodians on Form ADV: Delta Financial Advisors, Inc: Schwab · Intervest LTD: SEI · Equitycompass Investment Management, LLC: Stifel