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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 Dfg Wealth Management, LLC (swap one in):+ Hfir LLC $68.3M+ Summitview Advisors $68.3M+ Cultivate Financial Group LLC $61.7M · Los Gatos, CA+ Ridinger Wealth Management, LLC $61.7M · Vancouver, WA
Bartlett, IL
Schaumburg, IL
Assets under management$65M$68.5M$61.7M
Asset growth, last 2 years–+41%–
Advisory staff101
Individual clients1433561
Assets per client$455K$2M$1M
Clients per advisor143–61
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack––3
People on Advicer.bio111

From each firm's latest Form ADV (Aug 2026, Sep 2025, 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

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.

ToolDfg Wealth Management, LLCCox Financial Group, LTD.Nextgen Wealth
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
WealthReach––Uses it
Financial Planning
eMoney––Uses it