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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 Halbert Wealth Management, Inc (swap one in):+ Rwm Capital, LLC $222.4M · Sugar Land, TX+ Via IV Investments, LLC $221.8M · Burr Ridge, IL+ Planning Works Advisory, Inc. $199.8M · Austin, TX+ Miller Global Investments, L.l.c. $199.4M · Dallas, TX
Austin, TX
Amarillo, TX
Dallas, TX
Assets under management$211.2M$223M$199.4M
Asset growth, last 2 years+206%+42%+223%
Advisory staff421
Individual clients24913226
Assets per client$848K$1.7M$7.7M
Clients per advisor626626
Main custodianGuggenheim InvestmentsSchwabSchwab
Filing with the SEC since2012 or earlier20202018
Tools in their stack–––
People on Advicer.bio421

From each firm's latest Form ADV (Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Halbert Wealth Management, Inc: Guggenheim Investments · Spring Capital Management: Schwab · Pingora Partners LLC: Schwab