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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
Cedar Park, TX
Assets under management$388.8M$411.7M$409M
Asset growth, last 2 years+53%+54%+57%
Advisory staff1272
Individual clients7971,510667
Assets per client$488K$273K$613K
Clients per advisor66216334
Main custodianSchwabFidelitySchwab
Filing with the SEC since201520182017
Tools in their stack–22
People on Advicer.bio12132

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.True Financial Group
Schedule Apps
Acuity Scheduling––Uses it
Calendly–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 · True Financial Group: Schwab