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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):+ Westmount Partners, LLC $5.94B · Los Angeles, CA+ Index Fund Advisors, Inc. $5.93B · Irvine, CA+ David Vaughan Investments, LLC $5.33B · Peoria, IL+ Mainstay Capital Management, LLC $5.31B · Grand Blanc, MI
Phoenix, AZ
Scottsdale, AZ
Phoenix, AZ
Assets under management$5.64B$6.01B$5.04B
Asset growth, last 2 years+17%+108%+32%
Advisory staff656347
Individual clients5,5093,181245
Assets per client$1M$1.9M$20.6M
Clients per advisor85505
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack22–
People on Advicer.bio739727

From each firm's latest Form ADV (Aug 2026, Sep 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 WealthTfo Family Office Partners
Website Builders
Squarespace–Uses it–
WixUses it––
CRM
HubSpot–Uses it–
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Dynamic: Schwab, Fidelity · Ashton Thomas Private Wealth: Pershing, Schwab, Goldman Sachs, Fidelity · Tfo Family Office Partners: Schwab