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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):+ Total Clarity Wealth Management, Inc $755.4M · St. Charles, IL+ Navpoint Financial, Inc. $752.2M · Prior Lake, MN+ Von Borstel & Associates $680.2M · The Dalles, OR+ Landmark Wealth Management $679.7M · Getzville, NY
St. Louis, MO
St. Louis, MO
Chico, CA
Assets under management$716.1M$768.5M$752.6M
Asset growth, last 2 years+38%+28%+78%
Advisory staff1653
Individual clients1,2441,195627
Assets per client$576K$643K$1.2M
Clients per advisor78239209
Main custodianFidelityLPL FinancialFidelity
Filing with the SEC since2012 or earlier20152016
Tools in their stack1–2
People on Advicer.bio1253

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 GroupSweeney & Michel, LLC
Email & Office Suites
Microsoft 365––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Rbf Wealth Advisors: Fidelity · Adk Wealth Advisory Group: LPL Financial · Sweeney & Michel, LLC: Fidelity