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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 Rda Financial Network (swap one in):+ Peak Planning Group, LLC $710M · Centennial, CO+ Wealthbridge Capital Management, LLC $709.7M · Westerville, OH+ Single Point Partners $641.3M · Boston, MA+ Riverstone Advisors, LLC $640.9M
Akron, IA
Minnetonka, MN
Safety Harbor, FL
Assets under management$675.2M$709.6M$709.6M
Asset growth, last 2 years+37%–+21%
Advisory staff1739
Individual clients1,5143851,481
Assets per client$446K$1.8M$479K
Clients per advisor89128165
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack––1
People on Advicer.bio1738

From each firm's latest Form ADV (Oct 2026, Mar 2026, May 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.

ToolRda Financial NetworkNavista Wealth Management, Inc.Rogan & Associates
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Rda Financial Network: Schwab · Navista Wealth Management, Inc.: Raymond James · Rogan & Associates: Schwab, Lincoln Financial Securities Corporation