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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 Dkm Wealth Management, Inc. (swap one in):+ Oceaniq Capital, LLC $334.2M · Palo Alto, CA+ Blackston Financial Advisory Group, LLC $332.8M · The Villages, FL+ Westwood Wealth Management $300.4M · Los Angeles, CA+ Silver Oak Wealth Advisors Services, LLC $300M · Los Angeles, CA
Stockton, CA
Claremont, CA
Irvine, CA
Assets under management$316.8M$333.9M$332.7M
Asset growth, last 2 years+70%+82%+179%
Advisory staff339
Individual clients174496421
Assets per client$1.8M$673K$790K
Clients per advisor5816547
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120202022
Tools in their stack2––
People on Advicer.bio339

From each firm's latest Form ADV (Feb 2026, Mar 2026, Dec 2025). 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.

ToolDkm Wealth Management, Inc.Evermont WealthAmerican Fundstars
CRM
Envestnet TamaracUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Dkm Wealth Management, Inc.: Schwab · Evermont Wealth: Schwab · American Fundstars: Schwab