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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 Irish Capital LLC (swap one in):+ R.g. Associates, Inc. $8.5M · Towson, MD+ Longview Investment Management LLC $8.5M+ Maverick Private Wealth LLC $7.7M+ Providers & Families Wealth Management $7.7M
Potomac Falls, VA
Westlake Village, CA
Assets under management$8.1M$8.5M$7.7M
Asset growth, last 2 years–––
Advisory staff1120
Individual clients78309
Assets per client$103K$282K$850K
Clients per advisor78300
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack33–
People on Advicer.bio1142

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

ToolIrish Capital LLCRule72 FinancialFarmers Asset Management, LLC
Advisor Lead Gen
Fee-Only Network–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses itUses it–
Website Builders
Wix–Uses it–