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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+ Capstone Financial Advisors Inc $2.87B · Downers Grove, IL+ Deroy & Devereaux Private Investment Counsel, Inc. $2.58B · Bloomfield Hills, MI+ Glassman Wealth Services, LLC $2.56B · Vienna, VA
Vienna, VA
Newport Beach, CA
Dublin, OH
Assets under management$2.73B$2.87B$2.86B
Asset growth, last 2 years+29%+21%+98%
Advisory staff151954
Individual clients1,4344613,594
Assets per client$1.9M$6.2M$797K
Clients per advisor962467
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio161519

From each firm's latest Form ADV (Aug 2026, Jun 2026, Apr 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: Rembert Pendleton Jackson: Schwab · Hollencrest Capital Management: Schwab · Meeder Advisory Services, Inc.: Schwab, Pershing