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 Dillon & Associates Inc (swap one in):+ Lifeworks Advisors, LLC $966.7M · Grand Rapids, MI+ Grace & White, Inc $964.2M · New York, NY+ Atlas Capital Management Corp $869.8M · Ft Wayne, IN+ Canopy Partners $869M · Cincinnati, OH
Jackson, MI
Troy, MI
Fresno, CA
Assets under management$916.4M$968.7M$868.9M
Asset growth, last 2 years+40%–+64%
Advisory staff4125
Individual clients368957723
Assets per client$2.5M$1M$1.2M
Clients per advisor9280145
Main custodianSchwabFidelityPershing
Filing with the SEC since2012 or earlier20242018
Tools in their stack–73
People on Advicer.bio495

From each firm's latest Form ADV (Jun 2026, Jul 2026, Oct 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.

ToolDillon & Associates IncCarrera Capital AdvisorsBridgewealth Advisory Group, LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)–Uses it–
Website Builders
Webflow–Uses it–
Wix––Uses it
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Dillon & Associates Inc: Schwab, Fidelity · Carrera Capital Advisors: Fidelity · Bridgewealth Advisory Group, LLC: Pershing