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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 Ruff Choices (swap one in):+ Dahl Financial Services, Inc. $33.4M · Polo, IL+ Fuller Asset Management, LLC $33.4M · Scottsdale, AZ+ Clearstone Wealth Management, LLC $30.1M · Whitefish, MT+ Third Day Capital Management, LLC $30.1M · Denver, CO
Assets under management$31.7M$33.4M$33.4M
Asset growth, last 2 years–––
Advisory staff121
Individual clients289418
Assets per client$1.1M$355K$1.9M
Clients per advisor284718
Main custodian–––
Filing with the SEC since202620262020
Tools in their stack–32
People on Advicer.bio111

From each firm's latest Form ADV (Jun 2026, Jan 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

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.

ToolRuff ChoicesWealth Management Institute LTD.Cross Border Wealth Advisors
Custodial Platform
NetX360 (Pershing)–Uses it–
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses itUses it