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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 Dunhill Financial (swap one in):+ Vickerman Investment Advisors, Inc. $632.3M · Spokane, WA+ Fortem Financial Group, LLC $631.9M · Palm Desert, CA+ Westward Investment Advisory $571.5M · Mission, KS+ Capital Markets Iq, LLC $571.4M
London
Topeka, KS
Norwich, VT
Assets under management$601.7M$632.2M$571.2M
Asset growth, last 2 years+150%+24%+12%
Advisory staff12108
Individual clients9921,097246
Assets per client$607K$576K$2.3M
Clients per advisor8311031
Main custodianFidelityFidelitySchwab
Filing with the SEC since201720182012 or earlier
Tools in their stack1–1
People on Advicer.bio12146

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

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.

ToolDunhill FinancialCarlson FinancialClean Yield Asset Management
CRM
SS&C Black Diamond––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Dunhill Financial: Fidelity, Interactive Brokers, Trade-PMR, Schwab · Carlson Financial: Fidelity · Clean Yield Asset Management: Schwab