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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 Dp Grow LLC (swap one in):+ Valiance Group $2.5M+ Laguna Investment Services $2.5M+ Strait Direction Wealth Management $2.2M · Lyndhurst, OH+ Jcm3 Asset Management, LLC $2.2M
Richmond, VA
Tucson, AZ
Assets under management$2.3M$2.5M$2.5M
Asset growth, last 2 years−95%––
Advisory staff211
Individual clients14823
Assets per client$167K$308K$107K
Clients per advisor7823
Main custodianEmpower––
Filing with the SEC since202020262026
Tools in their stack2–3
People on Advicer.bio11–

From each firm's latest Form ADV (Sep 2026, Aug 2026, Apr 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.

ToolDp Grow LLCLanmar Capital ManagementKolo Capital
Schedule Apps
Acuity SchedulingUses it––
Calendly––Uses it
Website Builders
SquarespaceUses it––
Wix––Uses it
Custodial Platform
Altruist––Uses it

Custodians on Form ADV: Dp Grow LLC: Empower · Lanmar Capital Management: none listed · Kolo Capital: none listed