Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Img Wealth Management, Inc. (swap one in):+ Riverglades Family Offices, LLC $221.4M · Naples, FL+ Pullen Investment Management $221M · Bradenton, FL+ Aio Financial, LLC $199.2M · Tucson, AZ+ Osprey Capital Management Corp. $197.2M · Miami Beach, FL
Jacksonville, FL
Coral Gables, FL
Boca Raton, FL
Assets under management$209.7M$221.4M$199.1M
Asset growth, last 2 years–+35%+69%
Advisory staff761
Individual clients710113213
Assets per client$295K$2M$935K
Clients per advisor10119213
Main custodianSchwabMorgan StanleySchwab
Filing with the SEC since202420232022
Tools in their stack1–1
People on Advicer.bio732

From each firm's latest Form ADV (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.

ToolImg Wealth Management, Inc.Lynx Advisory PartnersRwa Advisors
CRM
HubSpotUses it––
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Img Wealth Management, Inc.: Schwab, The Lincoln National Life Insurance Company · Lynx Advisory Partners: Morgan Stanley, Pershing, J.P. Morgan, Interactive Brokers, UBS, Banco Santander International · Rwa Advisors: Schwab, Cuna Brokerage Services, Inc.