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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+ R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors $159.1M · Dewitt, NY+ Aqua Capital Advisors $143.8M · Los Angeles, CA+ Personalized Financial Solutions LLC $142.6M · Clearwater, FL
Maitland, FL
Casselberry, FL
Evansville, WI
Assets under management$151.4M$159.6M$159M
Asset growth, last 2 years−0%+130%+61%
Advisory staff222
Individual clients850121339
Assets per client$178K$1.3M$469K
Clients per advisor42561170
Main custodianEtc Brokerage Services, LLCSchwabSchwab
Filing with the SEC since20232012 or earlier2022
Tools in their stack–––
People on Advicer.bio32–

From each firm's latest Form ADV (Aug 2026, Mar 2026, Feb 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 · Retirement Income Strategies, LLC: Schwab