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 Dentist Advisors (swap one in):+ Benedict Financial Advisors, Inc. $529.4M · Atlanta, GA+ Navigate Private Wealth, LLC $529.2M · Draper, UT+ Tingey Advisors Inc $477.7M · Salt Lake City, UT+ Coign Capital Advisors LLC $472.9M · Draper, UT
Salt Lake City, UT
Tulsa, OK
Providence, RI
Assets under management$504M$529.4M$529.7M
Asset growth, last 2 years+31%+35%+43%
Advisory staff944
Individual clients752370576
Assets per client$670K$1.4M$920K
Clients per advisor8493144
Main custodianSchwabRaymond JamesFidelity
Filing with the SEC since201920182017
Tools in their stack42–
People on Advicer.bio854

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

ToolDentist AdvisorsCouncil Oak Wealth AdvisorsBarrett & Company
Client File Sharing
BoxUses it––
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoneyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Dentist Advisors: Schwab · Council Oak Wealth Advisors: Raymond James, Schwab · Barrett & Company: Fidelity