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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 Dorval & Chorne Financial Advisors (swap one in):+ Dunnavan & Co. $392.7M · Minneapolis, MN+ Panoramic Capital Partners LLC $392.7M · Lake Oswego, OR+ Fpnavigators $355.1M · Maple Grove, MN+ Fortress Financial Group, LLC $352.3M · Rochester, MN
Maple Grove, MN
Saint Paul, MN
Detroit Lakes, MN
Assets under management$373.9M$394.8M$395.5M
Asset growth, last 2 years+57%+54%+39%
Advisory staff342
Individual clients663203585
Assets per client$564K$1.9M$676K
Clients per advisor22151293
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320212019
Tools in their stack–42
People on Advicer.bio442

From each firm's latest Form ADV (Feb 2026, Aug 2026, Oct 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 AdvisorsMann Financial Group
Client File Sharing
Box–Uses it–
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Dorval & Chorne Financial Advisors: Schwab · Quarry Hill Advisors: Schwab · Mann Financial Group: Schwab