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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+ Cape Investment Advisory, Inc. $473.7M · Mcdonough, GA
Zurich
West Hartford, CT
Woodbury, NY
Assets under management$498.9M$524M$473.8M
Asset growth, last 2 years+33%+27%+43%
Advisory staff332
Individual clients12441246
Assets per client$4M$12.8M$1.9M
Clients per advisor4114123
Main custodianVontobel Securities Ag––
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio–1–

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

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

Custodians on Form ADV: Evt Financial Advisors: Vontobel Securities Ag, Npb Neue Privat Bank Ag · Conifer Investments LTD: none listed · Spielberger & Brooks, Inc.: none listed