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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 Wealth Solutions, LLC (swap one in):+ Financial Mountain Inc $111.3M · Boulder, CO+ The Quick Group LLC $111.3M · New York, NY+ W.k. Cooper II Asset Management Corporation $100.5M · Champaign, IL+ Vestech Asset Management Inc. $99.7M · Saint Louis, MO
North Kansas City, MO
St. Louis, MO
Miami, FL
Assets under management$105.8M$111.9M$111.3M
Asset growth, last 2 years+656%+13%+75%
Advisory staff272
Individual clients14876658
Assets per client$715K$146K$1.9M
Clients per advisor7410929
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020222022
Tools in their stack––1
People on Advicer.bio272

From each firm's latest Form ADV (Oct 2026, Aug 2026, Sep 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 Wealth Solutions, LLCCompass WealthGoi
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Delta Wealth Solutions, LLC: Schwab · Compass Wealth: Schwab, Fidelity · Goi: Schwab, Interactive Brokers