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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 Rebellion Research (swap one in):+ Millers Financial Group, LLC $17.3M · Lancaster, PA+ Karafilis Investments Corporation $17.3M+ Tanin, Tunc $15.6M · Cambridge, MA+ Focus Asset Management LLC $15.6M · New York, NY
New York, NY
Manchester
Portland, OR
Assets under management$16.5M$17.3M$17.3M
Asset growth, last 2 years–+234%–
Advisory staff232
Individual clients753776
Assets per client$220K$468K$228K
Clients per advisor381238
Main custodian–Pershing–
Filing with the SEC since202620172026
Tools in their stack–––
People on Advicer.bio232

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Rebellion Research: none listed · Archway Private Wealth LLC: Pershing, Rl360 Life Insurance Company Limited, Novia Global LTD · Somerset Wealth Management, LLC: none listed