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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 Dhjj Financial Advisors (swap one in):+ Rock Point Advisors, LLC $655.7M · Burlington, VT+ Rbo & Co, LLC $654.8M · St. Helena, CA+ Gerber, LLC $592.1M · Columbus, OH+ Wealth Preservation Advisors, LLC $591.6M · Chattanooga, TN
Naperville, IL
Bryn Mawr, PA
Shepherdstown, WV
Assets under management$623.4M$655.6M$591.5M
Asset growth, last 2 years+34%+35%+70%
Advisory staff834
Individual clients399240373
Assets per client$1.6M$2.7M$1.6M
Clients per advisor508093
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack212
People on Advicer.bio735

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

ToolDhjj Financial AdvisorsMcgowan & Co LLPHoxton Planning & Management, LLC
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFileUses it––
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Dhjj Financial Advisors: Schwab · Mcgowan & Co LLP: Schwab · Hoxton Planning & Management, LLC: Fidelity