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 Dream Lake Financial LLC (swap one in):+ Oldenburg Investment Professionals $4M · St Thomas, VI+ Jse Wealth Management LLC $4M+ Legacy Advisors $3.6M+ Fraser Asset Management $3.6M · Las Vegas, NV
London
Assets under management$3.8M$4M$4M
Asset growth, last 2 years–––
Advisory staff113
Individual clients734510
Assets per client$548K$12K$404K
Clients per advisor73453
Main custodian–––
Filing with the SEC since202620242026
Tools in their stack11–
People on Advicer.bio1–3

From each firm's latest Form ADV (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

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.

ToolDream Lake Financial LLCPensionbeeIntegrity Financial Planning, LLC
Website Builders
Webflow–Uses it–
WixUses it––