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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 Dtm Advisory Group LLC (swap one in):+ Lone Wolf Trading LLC $891K+ C. Michael Amin, LLC $881K · Boston, MA+ Stewards Asset Management $789K · Fort Lee, NJ+ Parkview Capital Management $760K · Highland Park, NJ
Neptune, NJ
Austin, TX
Assets under management$838K$886K$889K
Asset growth, last 2 years–––
Advisory staff113
Individual clients2769,394
Assets per client$31K$148K$94.58292527144987
Clients per advisor2763,131
Main custodian–––
Filing with the SEC since202220242022
Tools in their stack––1
People on Advicer.bio1––

From each firm's latest Form ADV (Mar 2022, Jul 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.

ToolDtm Advisory Group LLCLighthouseFundify Advisors LLC
Website Builders
Webflow––Uses it