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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 Dentist Advisors (swap one in):+ Benedict Financial Advisors, Inc. $529.4M · Atlanta, GA+ Navigate Private Wealth, LLC $529.2M · Draper, UT+ Meredith Wealth Planning $478.7M · Maryville, IL+ Tingey Advisors Inc $477.7M · Salt Lake City, UT
Salt Lake City, UT
Tulsa, OK
Draper, UT
Assets under management$504M$529.4M$472.9M
Asset growth, last 2 years+31%+35%+70%
Advisory staff946
Individual clients752370427
Assets per client$670K$1.4M$1.1M
Clients per advisor849371
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since201920182014
Tools in their stack424
People on Advicer.bio858

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

1 tool 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 AdvisorsCoign Capital Advisors LLC
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Client File Sharing
BoxUses it––
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses itUses itUses it
Financial Planning
eMoneyUses it–Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Dentist Advisors: Schwab · Council Oak Wealth Advisors: Raymond James, Schwab · Coign Capital Advisors LLC: Schwab