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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):+ Barrett & Company $529.7M · Providence, RI+ Benedict Financial Advisors, Inc. $529.4M · Atlanta, GA+ Tingey Advisors Inc $477.7M · Salt Lake City, UT+ Coign Capital Advisors LLC $472.9M · Draper, UT
Salt Lake City, UT
Tulsa, OK
Draper, UT
Assets under management$504M$529.4M$529.2M
Asset growth, last 2 years+31%+35%+34%
Advisory staff947
Individual clients7523701,929
Assets per client$670K$1.4M$274K
Clients per advisor8493276
Main custodianSchwabRaymond JamesFidelity
Filing with the SEC since201920182014
Tools in their stack423
People on Advicer.bio857

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 AdvisorsNavigate Private Wealth, LLC
CRM
HubSpotUses it––
SS&C Black Diamond––Uses it
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Client File Sharing
BoxUses it––
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoneyUses it–Uses it

Custodians on Form ADV: Dentist Advisors: Schwab · Council Oak Wealth Advisors: Raymond James, Schwab · Navigate Private Wealth, LLC: Fidelity