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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):+ Asset Planning, Inc $553.5M · Los Alamitos, 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
Petaluma, CA
Assets under management$524M$552.4M$553.4M
Asset growth, last 2 years+50%+35%+29%
Advisory staff542
Individual clients433319274
Assets per client$1.2M$1.7M$2M
Clients per advisor8780137
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio552

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

Custodians on Form ADV: Dlk Investment Management: Schwab · Omega Financial Group, LLC: Schwab, Fidelity · Creekside Partners: Schwab