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 Dynamic Trading Management, LLC. (swap one in):+ Brooklawn Capital Advisors $124M · New York, NY+ Lionsbridge Wealth Management LLC $122.4M · Jacksonville Beach, FL+ Mussett Wealth Management, LLC $110.4M · Rensselaer, NY+ Quint Investments and Insurance $110.4M · Wappingers Falls, NY
White Plains, NY
Ithaca, NY
Radnor, PA
Assets under management$116.6M$124.2M$122.4M
Asset growth, last 2 years+138%+33%−17%
Advisory staff122
Individual clients7920050
Assets per client$1.5M$621K$2.4M
Clients per advisor7910025
Main custodianInteractive BrokersPershingFidelity
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack–––
People on Advicer.bio12–

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Dynamic Trading Management, LLC.: Interactive Brokers · Merryfield Barnes, LLC: Pershing · V3limited LLC: Fidelity, Merrill