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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):+ True Financial Group $409M · Cedar Park, TX+ Rooted Wealth Advisors $408.8M · Bourbonnais, IL+ Stonebridge Wealth Systems LLC $369.1M · Kearney, NE+ Chicago Wealth Management, Inc. $365.7M · Chicago, IL
Chicago, IL
Edwardsville, IL
Henderson, NV
Assets under management$388.8M$411.7M$408.4M
Asset growth, last 2 years+53%+54%+27%
Advisory staff1273
Individual clients7971,510198
Assets per client$488K$273K$2.1M
Clients per advisor6621666
Main custodianSchwabFidelitySchwab
Filing with the SEC since201520182012 or earlier
Tools in their stack–25
People on Advicer.bio12135

From each firm's latest Form ADV (Aug 2026, Jul 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.Capstone Capital Wealth Advisors
Investment Data/Analytics
Personal Fund––Uses it
YCharts––Uses it
Schedule Apps
Calendly–Uses it–
OnceHub––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it

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