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 Dentler Capital LLC (swap one in):+ Karl Schorr Wealth Management, LLC $27.9M · Menifee, CA+ Fair Weather Strategies LLC $27.9M+ Carolopolis Fiduciary Counsel, Inc. $25.2M+ Green View Advisors LLC $25.2M
New Cumberland, PA
Bangor, ME
Assets under management$26.5M$27.9M$25.2M
Asset growth, last 2 years––−5%
Advisory staff111
Individual clients135443
Assets per client$197K$634K$8.4M
Clients per advisor135443
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack1––
People on Advicer.bio1–1

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

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.

ToolDentler Capital LLCWarren Financial, LLCCdb Advisory & Consulting
Website Builders
WixUses it––

Custodians on Form ADV: Dentler Capital LLC: none listed · Warren Financial, LLC: none listed · Cdb Advisory & Consulting: Schwab