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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+ Rf&L Wealth Management, LLC $381.1M · Acton, MA+ Nepsis, Inc. $344.5M · Minneapolis, MN+ Bourne Lent Asset Managament, Inc. $343.9M · Pawling, NY
New York, NY
Smithtown, NY
Assets under management$362.8M$383.6M$381M
Asset growth, last 2 years+38%+50%+61%
Advisory staff232
Individual clients63275140
Assets per client$5.8M$1.4M$2.7M
Clients per advisor329270
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2016
Tools in their stack112
People on Advicer.bio232

From each firm's latest Form ADV (Mar 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 ManagementRubey & Rust Capital Management, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Performance Reporting
AddeparUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Domani Advisors: Schwab · Arcadia Wealth Management: Schwab · Rubey & Rust Capital Management, LLC: Schwab