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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 Dynamic (swap one in):+ Thurston Springer Advisors $6.01B · Indianapolis, IN+ Westmount Partners, LLC $5.94B · Los Angeles, CA+ David Vaughan Investments, LLC $5.33B · Peoria, IL+ Tfo Family Office Partners $5.04B · Phoenix, AZ
Phoenix, AZ
Scottsdale, AZ
Irvine, CA
Assets under management$5.64B$6.01B$5.93B
Asset growth, last 2 years+17%+108%+36%
Advisory staff656330
Individual clients5,5093,1812,095
Assets per client$1M$1.9M$2.8M
Clients per advisor855070
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack226
People on Advicer.bio739718

From each firm's latest Form ADV (Aug 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.

ToolDynamicAshton Thomas Private WealthIndex Fund Advisors, Inc.
CRM
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it–Uses it
RightCapital (Right Capital)––Uses it
Website Builders
Squarespace–Uses it–
WixUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Dynamic: Schwab, Fidelity · Ashton Thomas Private Wealth: Pershing, Schwab, Goldman Sachs, Fidelity · Index Fund Advisors, Inc.: Schwab