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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):+ Parkview LTD. $488.5M · Zurich+ Financial Avengers, Inc. $488.4M · Oakland, CA+ Bishop & Company Investment Management, LLC $440.8M · Erie, PA+ Biltmore Wealth Management, LLC $439.6M · Tempe, AZ
Scottsdale, AZ
Atlanta, GA
Rochester, NY
Assets under management$464.7M$488.5M$441.2M
Asset growth, last 2 years+58%+65%+76%
Advisory staff24127
Individual clients246433464
Assets per client$1.9M$1.1M$951K
Clients per advisor103666
Main custodianAssetMarkWells FargoFidelity
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack111
People on Advicer.bio24158

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

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, LLCRise Advisors, LLC
CRM
HubSpotUses it––
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Dew Wealth Management: AssetMark, Schwab · Register Financial Advisors, LLC: Wells Fargo, Schwab · Rise Advisors, LLC: Fidelity