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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 Domani Advisors (swap one in):+ Snyder Wealth Group $382M · Medford, NY+ Rubey & Rust Capital Management, LLC $381M+ Nepsis, Inc. $344.5M · Minneapolis, MN+ Bourne Lent Asset Managament, Inc. $343.9M · Pawling, NY
New York, NY
Smithtown, NY
Acton, MA
Assets under management$362.8M$383.6M$381.1M
Asset growth, last 2 years+38%+50%+33%
Advisory staff233
Individual clients63275136
Assets per client$5.8M$1.4M$2.8M
Clients per advisor329245
Main custodianSchwabSchwabFidelity
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack112
People on Advicer.bio233

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

ToolDomani AdvisorsArcadia Wealth ManagementRf&L Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Performance Reporting
AddeparUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Domani Advisors: Schwab · Arcadia Wealth Management: Schwab · Rf&L Wealth Management, LLC: Fidelity