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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 Dew Wealth Management (swap one in):+ Gordian Wealth Advisors, LLC $488.7M · Mill Valley, CA+ Financial Avengers, Inc. $488.4M · Oakland, CA+ Rise Advisors, LLC $441.2M · Rochester, NY+ Biltmore Wealth Management, LLC $439.6M · Tempe, AZ
Scottsdale, AZ
Atlanta, GA
Zurich
Assets under management$464.7M$488.5M$488.5M
Asset growth, last 2 years+58%+65%+69%
Advisory staff24126
Individual clients24643355
Assets per client$1.9M$1.1M$8.9M
Clients per advisor10369
Main custodianAssetMarkWells FargoBanque Pictet & Cie Sa
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack11–
People on Advicer.bio2415–

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

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.

ToolDew Wealth ManagementRegister Financial Advisors, LLCParkview LTD.
CRM
HubSpotUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Dew Wealth Management: AssetMark, Schwab · Register Financial Advisors, LLC: Wells Fargo, Schwab · Parkview LTD.: Banque Pictet & Cie Sa, UBS, Bank Julius Bär