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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 Evt Financial Advisors (swap one in):+ Pathway Financial Advisers, LLC $524.2M · Auburn, IN+ Dlk Investment Management $524M · Solana Beach, CA+ Markowski Investments $473.9M+ Spielberger & Brooks, Inc. $473.8M · Woodbury, NY
Zurich
West Hartford, CT
Denver, CO
Assets under management$498.9M$524M$524.4M
Asset growth, last 2 years+33%+27%−10%
Advisory staff334
Individual clients12441204
Assets per client$4M$12.8M$2.6M
Clients per advisor411451
Main custodianVontobel Securities Ag–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack––3
People on Advicer.bio–16

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

ToolEvt Financial AdvisorsConifer Investments LTDDenver Pwm, LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Email & Office Suites
Microsoft 365––Uses it

Custodians on Form ADV: Evt Financial Advisors: Vontobel Securities Ag, Npb Neue Privat Bank Ag · Conifer Investments LTD: none listed · Denver Pwm, LLC: Schwab