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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):+ Karafilis Investments Corporation $17.3M+ Somerset Wealth Management, LLC $17.3M · Portland, OR+ Connolly Financial Group $15.6M+ Focus Asset Management LLC $15.6M · New York, NY
New York, NY
Manchester
Cambridge, MA
Assets under management$16.5M$17.3M$15.6M
Asset growth, last 2 years–+234%–
Advisory staff231
Individual clients753783
Assets per client$220K$468K$188K
Clients per advisor381283
Main custodian–Pershing–
Filing with the SEC since202620172026
Tools in their stack–––
People on Advicer.bio231

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 · Tanin, Tunc: none listed