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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 Regency Wealth Management (swap one in):+ Little House Capital, LLC $675.2M · Braintree, MA+ Allegiance Financial Group $675M · Vienna, VA+ Weinand Financial, Inc. $610.4M · Lacey, WA+ Hoopoe Advisors $610M · Boston, MA
Ramsey, NJ
Akron, IA
Assets under management$642.6M$675.2M$610.3M
Asset growth, last 2 years+33%+37%+31%
Advisory staff4176
Individual clients2871,514203
Assets per client$2.2M$446K$3M
Clients per advisor728934
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack5––
People on Advicer.bio7176

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

ToolRegency Wealth ManagementRda Financial NetworkWise Planning, Inc.
Client File Sharing
ShareFileUses it––
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Regency Wealth Management: Fidelity · Rda Financial Network: Schwab · Wise Planning, Inc.: Schwab