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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 Cramer & Rauchegger, Inc. (swap one in):+ Fusco Financial Services Inc $159.3M · Wilton Manors, FL+ Retirement Income Strategies, LLC $159M · Evansville, WI+ Ortelius Capital Partners $143.8M+ Personalized Financial Solutions LLC $142.6M · Clearwater, FL
Maitland, FL
Casselberry, FL
Los Angeles, CA
Assets under management$151.4M$159.6M$143.8M
Asset growth, last 2 years−0%+130%+270%
Advisory staff222
Individual clients85012144
Assets per client$178K$1.3M$3.3M
Clients per advisor4256122
Main custodianEtc Brokerage Services, LLCSchwabSchwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio322

From each firm's latest Form ADV (Aug 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.

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.

ToolCramer & Rauchegger, Inc.Fairway Financial, LLCAqua Capital Advisors
Portfolio Management
Capitect––Uses it

Custodians on Form ADV: Cramer & Rauchegger, Inc.: Etc Brokerage Services, LLC, Schwab · Fairway Financial, LLC: Schwab · Aqua Capital Advisors: Schwab