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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 Dlk Investment Advisors, LLC (swap one in):+ Geovest Advisors Inc $147.9M · Fairport, NY+ Perkins Capital Management Inc $147.8M · Wayzata, MN+ Dbd Retirement and Financial Services $133.7M+ Wealthmark, LLC $132M · Bellingham, WA
Mercer Island, WA
Kennewick, WA
Bellingham, WA
Assets under management$140.7M$149.5M$149.2M
Asset growth, last 2 years–+29%+18%
Advisory staff214
Individual clients32364243
Assets per client$4.4M$411K$614K
Clients per advisor1636461
Main custodian–Axos ClearingSchwab
Filing with the SEC since202420212022
Tools in their stack––1
People on Advicer.bio215

From each firm's latest Form ADV (Mar 2026, Aug 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.

ToolDlk Investment Advisors, LLCMonson Wealth Management, Inc.Bellingham Capital
Website Builders
Wix––Uses it

Custodians on Form ADV: Dlk Investment Advisors, LLC: none listed · Monson Wealth Management, Inc.: Axos Clearing · Bellingham Capital: Schwab