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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+ Baron Financial Group LLC $369.1M · Fair Lawn, NJ+ Chicago Wealth Management, Inc. $365.7M · Chicago, IL
Chicago, IL
Edwardsville, IL
Kearney, NE
Assets under management$388.8M$411.7M$369.1M
Asset growth, last 2 years+53%+54%+262%
Advisory staff12710
Individual clients7971,510931
Assets per client$488K$273K$397K
Clients per advisor6621693
Main custodianSchwabFidelityFidelity
Filing with the SEC since201520182023
Tools in their stack–25
People on Advicer.bio121313

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.

ToolRcm Wealth AdvisorsSlagle Financial, LLC.Stonebridge Wealth Systems LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Portfolio Management
Orion–Uses itUses it
Blueleaf––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly–Uses it–

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