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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 Management (swap one in):+ Creekside Partners $553.4M · Petaluma, CA+ Dedora Capital, Inc. $550.7M · Napa, CA+ William Madison Advisors, Inc. $497.7M · Abilene, TX+ Jdh Wealth Management, LLC $494.9M · Santa Rosa, CA
Solana Beach, CA
Santa Barbara, CA
Los Alamitos, CA
Assets under management$524M$552.4M$553.5M
Asset growth, last 2 years+50%+35%+24%
Advisory staff545
Individual clients433319373
Assets per client$1.2M$1.7M$1.5M
Clients per advisor878075
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack212
People on Advicer.bio555

From each firm's latest Form ADV (Oct 2026, Jun 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 ManagementOmega Financial Group, LLCAsset Planning, Inc
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
MailchimpUses it––
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Dlk Investment Management: Schwab · Omega Financial Group, LLC: Schwab, Fidelity · Asset Planning, Inc: Schwab