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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):+ Needham Advisory Corporation $102.4M · North Andover, MA+ Capstone Wealth Advisors, LLC $102.4M · Salem, OR+ Alikos Wealth Management, LLC $92.6M · Bethesda, MD+ Belmont Financial, LLC $92.6M
Ankeny, IA
Peabody, MA
Assets under management$97.5M$102.4M$102.4M
Asset growth, last 2 years––+205%
Advisory staff131
Individual clients58149135
Assets per client$1.7M$687K$759K
Clients per advisor5850135
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–5–
People on Advicer.bio132

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

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 PlannersRocky Hill Advisors Inc.
Advisor Lead Gen
Fee-Only Network–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–