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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 Rbf Wealth Advisors (swap one in):+ Sweeney & Michel, LLC $752.6M · Chico, CA+ Navpoint Financial, Inc. $752.2M · Prior Lake, MN+ Von Borstel & Associates $680.2M · The Dalles, OR+ Century Management Financial Advisors $679.5M · Austin, TX
St. Louis, MO
St. Louis, MO
Getzville, NY
Assets under management$716.1M$768.5M$679.7M
Asset growth, last 2 years+38%+28%+44%
Advisory staff1654
Individual clients1,2441,195287
Assets per client$576K$643K$2.4M
Clients per advisor7823972
Main custodianFidelityLPL FinancialFidelity
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack1–1
People on Advicer.bio1255

From each firm's latest Form ADV (Aug 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.

ToolRbf Wealth AdvisorsAdk Wealth Advisory GroupLandmark Wealth Management
Client File Sharing
ShareFile––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Rbf Wealth Advisors: Fidelity · Adk Wealth Advisory Group: LPL Financial · Landmark Wealth Management: Fidelity