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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 Rcm Wealth Advisors (swap one in):+ Rooted Wealth Advisors $408.8M · Bourbonnais, IL+ Capstone Capital Wealth Advisors $408.4M · Henderson, NV+ Stonebridge Wealth Systems LLC $369.1M · Kearney, NE+ Chicago Wealth Management, Inc. $365.7M · Chicago, IL
Chicago, IL
Edwardsville, IL
Fair Lawn, NJ
Assets under management$388.8M$411.7M$369.1M
Asset growth, last 2 years+53%+54%+11%
Advisory staff1275
Individual clients7971,510306
Assets per client$488K$273K$1.2M
Clients per advisor6621661
Main custodianSchwabFidelitySchwab
Filing with the SEC since201520182012 or earlier
Tools in their stack–23
People on Advicer.bio12134

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

ToolRcm Wealth AdvisorsSlagle Financial, LLC.Baron Financial Group LLC
Schedule Apps
Calendly–Uses it–
OnceHub––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
CRM
Envestnet Tamarac––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Rcm Wealth Advisors: Schwab, Interactive Brokers · Slagle Financial, LLC.: Fidelity, Schwab · Baron Financial Group LLC: Schwab