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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 Wealth Advisors (swap one in):+ Wj Financial Advisors, LLC $203.4M · Killingworth, CT+ Mcdermott Investment Advisors, LLC $203.3M · Naples, FL+ Barden Capital Management, Inc. $183.5M+ Magnolia Wealth Management LLC $183.3M · Dothan, AL
Surprise, AZ
Cedar Knolls, NJ
Assets under management$193.3M$203.3M$203.1M
Asset growth, last 2 years+54%+35%+19%
Advisory staff442
Individual clients315228147
Assets per client$614K$892K$1.4M
Clients per advisor795774
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220232012 or earlier
Tools in their stack3–2
People on Advicer.bio462

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

ToolDynamic Wealth AdvisorsNew Horizons Wealth ManagementBall & Company
Client File Sharing
BoxUses it––
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Dynamic Wealth Advisors: Schwab · New Horizons Wealth Management: Schwab · Ball & Company: Fidelity