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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 Detterbeck Wealth Management (swap one in):+ Tate Private Wealth Advisers $293.4M · Sacramento, CA+ Pelkonen and Associates LLC $293.3M · Melville, NY+ The Dala Group, LLC $265.2M · Hoffman Estates, IL+ Gordian Advisors, LLC $265.2M · Tucson, AZ
Palatine, IL
Naperville, IL
Greenwich, CT
Assets under management$279.2M$293.3M$293.2M
Asset growth, last 2 years+25%+41%+82%
Advisory staff354
Individual clients16521372
Assets per client$1.7M$1.4M$4.1M
Clients per advisor554318
Main custodianSchwabSchwabJ.P. Morgan
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack4–4
People on Advicer.bio265

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

ToolDetterbeck Wealth ManagementFiduciary Financial Partners, LLCGreenwich Advisors, LLC
Custodial Platform
Charles SchwabUses it–Uses it
NetX360 (Pershing)––Uses it
Financial Planning
eMoney––Uses it
Envestnet MoneyGuideUses it––
CRM
SS&C Black Diamond––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Detterbeck Wealth Management: Schwab · Fiduciary Financial Partners, LLC: Schwab · Greenwich Advisors, LLC: J.P. Morgan, BNY