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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+ Creekside Partners $553.4M · Petaluma, CA+ William Madison Advisors, Inc. $497.7M · Abilene, TX+ Jdh Wealth Management, LLC $494.9M · Santa Rosa, CA
Solana Beach, CA
Santa Barbara, CA
Napa, CA
Assets under management$524M$552.4M$550.7M
Asset growth, last 2 years+50%+35%+30%
Advisory staff544
Individual clients433319460
Assets per client$1.2M$1.7M$1.2M
Clients per advisor8780115
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack213
People on Advicer.bio556

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, LLCDedora Capital, Inc.
Digital Marketing
MailchimpUses it––
Snappy Kraken––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Dlk Investment Management: Schwab · Omega Financial Group, LLC: Schwab, Fidelity · Dedora Capital, Inc.: Schwab