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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 Delta Financial Advisors, Inc (swap one in):+ Insight Investment Counsel $245.7M · El Segundo, CA+ Toro West Capital Advisors $245.7M · Louisville, CO+ Colrain Capital LLC $222.2M · Boston, MA+ Equitycompass Investment Management, LLC $220.9M · Baltimore, MD
Kensington, MD
Chevy Chase, MD
Kingston, NJ
Assets under management$234M$247M$245.7M
Asset growth, last 2 years+24%+31%−1%
Advisory staff623
Individual clients24517561
Assets per client$955K$1.4M$4M
Clients per advisor418820
Main custodianSchwabSEISchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–1
People on Advicer.bio522

From each firm's latest Form ADV (Mar 2026, Feb 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 LTDGlobal Wealth Management, LLC
Client File Sharing
ShareFileUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Delta Financial Advisors, Inc: Schwab · Intervest LTD: SEI · Global Wealth Management, LLC: Schwab, Interactive Brokers