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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 Groom Financial Advisory (swap one in):+ Rocky Hill Advisors Inc. $102.4M · Peabody, MA+ Needham Advisory Corporation $102.4M · North Andover, MA+ Alikos Wealth Management, LLC $92.6M · Bethesda, MD+ Belmont Financial, LLC $92.6M
Ankeny, IA
Salem, OR
Assets under management$97.5M$102.4M$102.4M
Asset growth, last 2 years––−86%
Advisory staff132
Individual clients58149125
Assets per client$1.7M$687K$819K
Clients per advisor585063
Main custodian––Schwab
Filing with the SEC since202620262017
Tools in their stack–53
People on Advicer.bio132

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

ToolGroom Financial AdvisoryCustom Wealth PlannersCapstone Wealth Advisors, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Altruist––Uses it
Advisor Lead Gen
Fee-Only Network–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Groom Financial Advisory: none listed · Custom Wealth Planners: none listed · Capstone Wealth Advisors, LLC: Schwab