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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 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+ Bridgewealth Advisory Group, LLC $868.9M · Fresno, CA
Jackson, MI
Troy, MI
Cincinnati, OH
Assets under management$916.4M$968.7M$869M
Asset growth, last 2 years+40%–+46%
Advisory staff4123
Individual clients3689578
Assets per client$2.5M$1M$108.6M
Clients per advisor92803
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20242023
Tools in their stack–71
People on Advicer.bio493

From each firm's latest Form ADV (Jun 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.

ToolDillon & Associates IncCarrera Capital AdvisorsCanopy Partners
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Digital Marketing
Mailchimp–Uses it–
Family Office Portal
Summitas––Uses it
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Dillon & Associates Inc: Schwab, Fidelity · Carrera Capital Advisors: Fidelity · Canopy Partners: Schwab