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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 Demland Wealth LLC (swap one in):+ Mavros Capital Management, LLC $32.1M · New York, NY+ Lal LTD. $32.1M+ Safe Harbor Wealth Management, LLC $29M · Dublin, OH+ Derrin Leigh LLC $29M
Defiance, OH
Bryan, OH
Fairlawn, OH
Assets under management$30.6M$32.3M$29M
Asset growth, last 2 years––−17%
Advisory staff211
Individual clients1031755
Assets per client$297K$1.9M$527K
Clients per advisor521755
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack2––
People on Advicer.bio211

From each firm's latest Form ADV (Mar 2026, Jun 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

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.

ToolDemland Wealth LLCOberlin Wealth Partners, LLCTcm Wealth Advisors
Advisor Lead Gen
Fee-Only NetworkUses it––
Digital Marketing
MailchimpUses it––