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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):+ Capstone Financial Advisors Inc $2.87B · Downers Grove, IL+ 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
New Hope, PA
Assets under management$2.73B$2.87B$2.87B
Asset growth, last 2 years+29%+21%+62%
Advisory staff151947
Individual clients1,434461918
Assets per client$1.9M$6.2M$3.1M
Clients per advisor962420
Main custodianSchwabSchwabFidelity
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio161546

From each firm's latest Form ADV (Aug 2026, Jun 2026, Jul 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 ManagementRockwood Wealth Management, LLC
CRM
HubSpot––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Rembert Pendleton Jackson: Schwab · Hollencrest Capital Management: Schwab · Rockwood Wealth Management, LLC: Fidelity, Schwab