Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Wealthbridge Capital Management, LLC $709.7M · Westerville, OH+ Rogan & Associates $709.6M · Safety Harbor, FL+ Riverstone Advisors, LLC $640.9M+ Riggs Asset Management Co Inc $640M · Dallas, PA
Akron, IA
Minnetonka, MN
Boston, MA
Assets under management$675.2M$709.6M$641.3M
Asset growth, last 2 years+37%–+22%
Advisory staff17312
Individual clients1,514385195
Assets per client$446K$1.8M$3.3M
Clients per advisor8912816
Main custodianSchwabRaymond JamesFidelity
Filing with the SEC since2012 or earlier20242018
Tools in their stack––1
People on Advicer.bio17311

From each firm's latest Form ADV (Oct 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.

ToolRda Financial NetworkNavista Wealth Management, Inc.Single Point Partners
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Rda Financial Network: Schwab · Navista Wealth Management, Inc.: Raymond James · Single Point Partners: Fidelity