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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 Diesslin Group, Inc. (swap one in):+ Walled Lake Planning & Wealth Management, LLC $732.2M · Highland Park, IL+ Navalign, LLC $731.9M · Encino, CA+ Aspen Wealth Management, LLC $657.8M · Fort Worth, TX+ Optima Asset Management Inc $657.4M · Dallas, TX
Fort Worth, TX
Needham, MA
Providence, RI
Assets under management$696.3M$731.9M$731.3M
Asset growth, last 2 years+12%+21%+19%
Advisory staff676
Individual clients280498518
Assets per client$2.5M$1.5M$1.4M
Clients per advisor477186
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack111
People on Advicer.bio696

From each firm's latest Form ADV (Aug 2026, Mar 2026, May 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.

ToolDiesslin Group, Inc.Centerpoint Advisors, LLCNewman Dignan & Sheerar, Inc
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Diesslin Group, Inc.: Schwab, Fidelity · Centerpoint Advisors, LLC: Fidelity · Newman Dignan & Sheerar, Inc: Schwab