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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):+ Navalign, LLC $731.9M · Encino, CA+ Newman Dignan & Sheerar, Inc $731.3M · Providence, RI+ Aspen Wealth Management, LLC $657.8M · Fort Worth, TX+ Optima Asset Management Inc $657.4M · Dallas, TX
Fort Worth, TX
Needham, MA
San Antonio, TX
Assets under management$696.3M$731.9M$657.1M
Asset growth, last 2 years+12%+21%+30%
Advisory staff673
Individual clients280498437
Assets per client$2.5M$1.5M$1.5M
Clients per advisor4771146
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack115
People on Advicer.bio696

From each firm's latest Form ADV (Aug 2026, Mar 2026, Jul 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, LLCWela Financial Advisory
CRM
Envestnet Tamarac––Uses it
SS&C Black Diamond–Uses it–
Website Builders
SquarespaceUses it––
Webflow––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Diesslin Group, Inc.: Schwab, Fidelity · Centerpoint Advisors, LLC: Fidelity · Wela Financial Advisory: Schwab