Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Diker Management LLC (swap one in):+ Cove Private Wealth, LLC $455.5M · Oyster Bay, NY+ Silver Grove Advisory Services $453.6M · Orchard Park, NY+ Range Financial Group, LLC $408.1M · Tigard, OR+ Heritage Financial LLC $408M · Gainesville, VA
New York, NY
New York, NY
Henderson, NV
Assets under management$430M$455.4M$408.4M
Asset growth, last 2 years+8%+25%+27%
Advisory staff513
Individual clients15109198
Assets per client$28.7M$4.2M$2.1M
Clients per advisor310966
Main custodianJ.P. MorganPershingSchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack––5
People on Advicer.bio–15

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

ToolDiker Management LLCSicart Associates, LLCCapstone Capital Wealth Advisors
Investment Data/Analytics
Personal Fund––Uses it
YCharts––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
OnceHub––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Diker Management LLC: J.P. Morgan · Sicart Associates, LLC: Pershing · Capstone Capital Wealth Advisors: Schwab