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 Dunnavan & Co. (swap one in):+ Grove Street Fiduciary, LLC $413.2M · Peterborough, NH+ Aletheian Wealth Advisors LLC $412.5M · Bellevue, WA+ Kunath Karren Rinne & Atkin LLC $373M · Seattle, WA+ The Karras Company, Inc. $372.9M · Roy, UT
Minneapolis, MN
Tampa, FL
San Diego, CA
Assets under management$392.7M$413.1M$413.2M
Asset growth, last 2 years+12%+97%+65%
Advisory staff472
Individual clients228482383
Assets per client$1.7M$857K$1.1M
Clients per advisor5769192
Main custodianSchwabLPL FinancialPershing
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack–33
People on Advicer.bio392

From each firm's latest Form ADV (Mar 2026, 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.

ToolDunnavan & Co.Northbridge Financial Group, LLCTed Buchan & Company
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
NetX360 (Pershing)––Uses it
Digital Marketing
Snappy Kraken–Uses itUses it
Performance Reporting
AssetBook––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Dunnavan & Co.: Schwab, Merrill · Northbridge Financial Group, LLC: LPL Financial, Schwab · Ted Buchan & Company: Pershing