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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 Financial Rounds (swap one in):+ Ring Mountain Capital, LLC $222.1M · Tiburon, CA+ Mangan Wealth Management $222M · Seattle, WA+ Capital Asset Management, Inc. $199.5M · Columbus, OH+ Dbk Financial Counsel, LLC $199.5M · Cuyahoga Falls, OH
Cincinnati, OH
Greenwood, IN
Assets under management$211.3M$222M$222M
Asset growth, last 2 years+63%+21%+43%
Advisory staff623
Individual clients188357158
Assets per client$1.1M$622K$1.4M
Clients per advisor3117953
Main custodianSchwabWells FargoSchwab
Filing with the SEC since2012 or earlier20142020
Tools in their stack––1
People on Advicer.bio513

From each firm's latest Form ADV (Jan 2026, Feb 2026, 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.

ToolFinancial RoundsBischoff Wealth Management Group, LLCSincerus Advisory
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Financial Rounds: Schwab · Bischoff Wealth Management Group, LLC: Wells Fargo · Sincerus Advisory: Schwab