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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 2260 West (swap one in):+ Lions Wealth Management $80M · St Louis Park, MN+ Nardene Wealth Management Inc $80M · Brentwood, CA+ Planning Associates Wealth Management, LLC $72.3M · Metairie, LA+ Dobson Asset Management LLC $72M · Portland, OR
Bend, OR
Grants Pass, OR
Palm Beach Gardens, FL
Assets under management$76.2M$80M$80M
Asset growth, last 2 years–––
Advisory staff422
Individual clients43154255
Assets per client$1.8M$520K$314K
Clients per advisor1177128
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack14–
People on Advicer.bio422

From each firm's latest Form ADV (Jan 2026, Mar 2026, Apr 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.

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.

Tool2260 WestRogue Advisors, LLCDigital Asset Investment Management
Custodial Platform
Altruist–Uses it–
Axos–Uses it–
Client Data Gathering
Jotform–Uses it–
Financial Planning
eMoneyUses it––
Schedule Apps
Calendly–Uses it–