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 Evt Financial Advisors (swap one in):+ Denver Pwm, LLC $524.4M · Denver, CO+ Pathway Financial Advisers, LLC $524.2M · Auburn, IN+ Markowski Investments $473.9M+ Spielberger & Brooks, Inc. $473.8M · Woodbury, NY
Zurich
West Hartford, CT
Solana Beach, CA
Assets under management$498.9M$524M$524M
Asset growth, last 2 years+33%+27%+50%
Advisory staff335
Individual clients12441433
Assets per client$4M$12.8M$1.2M
Clients per advisor411487
Main custodianVontobel Securities Ag–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio–15

From each firm's latest Form ADV (May 2026, Mar 2026, Oct 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 LTDDlk Investment Management
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it

Custodians on Form ADV: Evt Financial Advisors: Vontobel Securities Ag, Npb Neue Privat Bank Ag · Conifer Investments LTD: none listed · Dlk Investment Management: Schwab