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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 Rembert Pendleton Jackson (swap one in):+ Rockwood Wealth Management, LLC $2.87B · New Hope, PA+ Meeder Advisory Services, Inc. $2.86B · Dublin, OH+ Deroy & Devereaux Private Investment Counsel, Inc. $2.58B · Bloomfield Hills, MI+ Glassman Wealth Services, LLC $2.56B · Vienna, VA
Vienna, VA
Newport Beach, CA
Downers Grove, IL
Assets under management$2.73B$2.87B$2.87B
Asset growth, last 2 years+29%+21%+35%
Advisory staff151925
Individual clients1,4344611,068
Assets per client$1.9M$6.2M$2.7M
Clients per advisor962443
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio161518

From each firm's latest Form ADV (Aug 2026, Jun 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.

ToolRembert Pendleton JacksonHollencrest Capital ManagementCapstone Financial Advisors Inc
CRM
Envestnet Tamarac––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Rembert Pendleton Jackson: Schwab · Hollencrest Capital Management: Schwab · Capstone Financial Advisors Inc: Schwab