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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 Dhyan Capital Management (swap one in):+ Green Era Financial LLC $36.3M+ Sahni, Inc. $36.2M+ Halyard Financial, LLC $32.8M+ Grace Financial Advisors LLC $32.8M
Assets under management$34.5M$36.3M$36.3M
Asset growth, last 2 years–−4%–
Advisory staff111
Individual clients102517
Assets per client$3.5M$1.5M$2.1M
Clients per advisor102517
Main custodian–Schwab–
Filing with the SEC since202620232026
Tools in their stack–41
People on Advicer.bio111

From each firm's latest Form ADV (Jan 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.

ToolDhyan Capital ManagementStone Ridge AdvisorsMarina Wealth Advisors
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Schedule Apps
Calendly–Uses itUses it
Tax Planning
FP Alpha–Uses it–

Custodians on Form ADV: Dhyan Capital Management: none listed · Stone Ridge Advisors: Schwab · Marina Wealth Advisors: none listed