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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+ Aqua Capital Advisors $143.8M · Los Angeles, CA+ Ortelius Capital Partners $143.8M
Maitland, FL
Casselberry, FL
Clearwater, FL
Assets under management$151.4M$159.6M$142.6M
Asset growth, last 2 years−0%+130%+147%
Advisory staff222
Individual clients850121144
Assets per client$178K$1.3M$990K
Clients per advisor4256172
Main custodianEtc Brokerage Services, LLCSchwabSchwab
Filing with the SEC since20232012 or earlier2020
Tools in their stack–––
People on Advicer.bio322

From each firm's latest Form ADV (Aug 2026, Mar 2026, Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Cramer & Rauchegger, Inc.: Etc Brokerage Services, LLC, Schwab · Fairway Financial, LLC: Schwab · Personalized Financial Solutions LLC: Schwab