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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 Arena Consulting, LLC (swap one in):+ Retirement Resource Wealth Management, LLC $73.5M · West Fargo, ND+ Anthony Investment Management, LLC $73.5M · Wheeling, WV+ Keystone Investment Advisors, LLC $66.5M · Wexford, PA+ Riverside Investment Management, Inc. $66.4M
Memphis, TN
Assets under management$70M$73.5M$66.4M
Asset growth, last 2 years–––
Advisory staff011
Individual clients255142
Assets per client$2.8M$1.4M$1.6M
Clients per advisor–5142
Main custodian–––
Filing with the SEC since201920262026
Tools in their stack–1–
People on Advicer.bio111

From each firm's latest Form ADV (Jan 2019, Mar 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

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.

ToolArena Consulting, LLCResilient Asset ManagementLiving Room Wealth Management
Schedule Apps
Calendly–Uses it–