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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 Financial Edge (swap one in):+ Impact Investment Strategies, Inc $53.6M+ Dwyer Financial, LLC $53.6M · Flagstaff, AZ+ Aventura Capital Management, LLC $48.4M · Boca Raton, FL+ Byron Place Capital Management, LLC $48.4M · Metuchen, NJ
Irvine, CA
Assets under management$51M$53.6M$48.4M
Asset growth, last 2 years–––
Advisory staff121
Individual clients6210062
Assets per client$823K$536K$781K
Clients per advisor625062
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––1
People on Advicer.bio121

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

ToolFinancial EdgeDuckett Wealth ManagementCaris Investment Partners
Website Builders
Wix––Uses it