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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 1618 Advisors LLC (swap one in):+ Nc Money Management, Inc. $26.6M · Raleigh, NC+ Rockway Wealth Partners $26.6M · Urbandale, IA+ Voorman Investment Counsel LLC $24M · Plymouth, MI+ Earls Financial $24M
Charlotte, NC
Raleigh, NC
Assets under management$25.3M$26.8M$24M
Asset growth, last 2 years––−45%
Advisory staff111
Individual clients572928
Assets per client$444K$923K$858K
Clients per advisor572928
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack2––
People on Advicer.bio111

From each firm's latest Form ADV (Feb 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

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.

Tool1618 Advisors LLCInnovest Strategies LLCRetirement Wealth Management, Inc.
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––