Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Dorval & Chorne Financial Advisors (swap one in):+ Mann Financial Group $395.5M · Detroit Lakes, MN+ Dunnavan & Co. $392.7M · Minneapolis, MN+ Fortress Financial Group, LLC $352.3M · Rochester, MN+ Lfa $351.5M · St. Cloud, MN
Maple Grove, MN
Saint Paul, MN
Maple Grove, MN
Assets under management$373.9M$394.8M$355.1M
Asset growth, last 2 years+57%+54%–
Advisory staff345
Individual clients663203412
Assets per client$564K$1.9M$862K
Clients per advisor2215182
Main custodianSchwabSchwab–
Filing with the SEC since202320212024
Tools in their stack–42
People on Advicer.bio445

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

ToolDorval & Chorne Financial AdvisorsQuarry Hill AdvisorsFpnavigators
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Client File Sharing
Box–Uses it–
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Dorval & Chorne Financial Advisors: Schwab · Quarry Hill Advisors: Schwab · Fpnavigators: none listed