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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+ Spielberger & Brooks, Inc. $473.8M · Woodbury, NY+ Cape Investment Advisory, Inc. $473.7M · Mcdonough, GA
Zurich
West Hartford, CT
Assets under management$498.9M$524M$473.9M
Asset growth, last 2 years+33%+27%+46%
Advisory staff3311
Individual clients124411,227
Assets per client$4M$12.8M$386K
Clients per advisor4114112
Main custodianVontobel Securities Ag–Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio–110

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

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 LTDMarkowski Investments
CRM
HubSpot––Uses it

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