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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):+ Bellingham Capital $149.2M · Bellingham, WA+ Perkins Capital Management Inc $147.8M · Wayzata, MN+ Dbd Retirement and Financial Services $133.7M+ Anderson Griggs Investments $133.6M · Rock Hill, SC
Mercer Island, WA
Kennewick, WA
Bellingham, WA
Assets under management$140.7M$149.5M$132M
Asset growth, last 2 years–+29%+36%
Advisory staff212
Individual clients32364123
Assets per client$4.4M$411K$1.1M
Clients per advisor1636462
Main custodian–Axos ClearingAxos Clearing
Filing with the SEC since202420212021
Tools in their stack––1
People on Advicer.bio212

From each firm's latest Form ADV (Mar 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.Wealthmark, LLC
Custodial Platform
Axos––Uses it

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