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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 Rb Investment Management Inc. (swap one in):+ Legacy Springs Advisors, LLC $12.9M+ Compass Advisors LLC $12.9M+ Livingston Financial Planning, Inc. $11.7M · Santa Rosa Beach, FL+ Aequitas Equitas Wealth Management LLC $11.7M
Fort Worth, TX
Assets under management$12.3M$12.9M$12.9M
Asset growth, last 2 years+84%––
Advisory staff111
Individual clients244032
Assets per client$513K$323K$404K
Clients per advisor244032
Main custodianAltruist––
Filing with the SEC since202220262026
Tools in their stack––5
People on Advicer.bio111

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

ToolRb Investment Management Inc.Trek Line WealthImpact Wealth Group
Advisor Lead Gen
Wealthtender––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Retirement Planning
Income Lab––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Rb Investment Management Inc.: Altruist · Trek Line Wealth: none listed · Impact Wealth Group: none listed