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 Rai Wealth (swap one in):+ Nicollet Investment Management, Inc. $557.4M · Minneapolis, MN+ Financial Harvest Wealth Advisors $557.4M · Winter Park, FL+ Fyra Capital Management $504.2M · St. Charles, MO+ Ruedi Wealth Management, Inc. $498M · Champaign, IL
Naperville, IL
Chicago, IL
Salt Lake City, UT
Assets under management$530.8M$561M$504M
Asset growth, last 2 years+119%+25%+31%
Advisory staff659
Individual clients418208752
Assets per client$1.3M$2.7M$670K
Clients per advisor704284
Main custodianSchwabFidelitySchwab
Filing with the SEC since202320162019
Tools in their stack314
People on Advicer.bio638

From each firm's latest Form ADV (Mar 2026, Aug 2026, Jun 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.

ToolRai WealthMatrix Private Capital GroupDentist Advisors
Client Data Gathering
PreciseFPUses it––
Client File Sharing
Box––Uses it
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
E-Signature
Adobe SignUses it––
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Rai Wealth: Schwab · Matrix Private Capital Group: Fidelity · Dentist Advisors: Schwab