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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):+ Rf&L Wealth Management, LLC $381.1M · Acton, MA+ 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
Medford, NY
Assets under management$362.8M$383.6M$382M
Asset growth, last 2 years+38%+50%+11%
Advisory staff235
Individual clients63275599
Assets per client$5.8M$1.4M$638K
Clients per advisor3292120
Main custodianSchwabSchwabPershing
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack111
People on Advicer.bio237

From each firm's latest Form ADV (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.

ToolDomani AdvisorsArcadia Wealth ManagementSnyder Wealth Group
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney––Uses it
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Domani Advisors: Schwab · Arcadia Wealth Management: Schwab · Snyder Wealth Group: Pershing