Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Retirement Resources, LLC (swap one in):+ A.g. Morgan Financial Advisors, LLC $174.6M · Massapequa, NY+ Davidov Wealth Group, LLC $174.5M · Garden City, NY+ Strategic Wealth Management, LLC $157.8M · Bedford, TX+ Breakwater Capital $156.6M · Kalamazoo, MI
Auburn Hills, MI
Mcpherson, KS
Northbrook, IL
Assets under management$166.1M$174.5M$157.8M
Asset growth, last 2 years+29%+38%+36%
Advisory staff342
Individual clients39138440
Assets per client$425K$455K$3.9M
Clients per advisor1309620
Main custodianFidelitySchwabFidelity
Filing with the SEC since201820222022
Tools in their stack––1
People on Advicer.bio4132

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

ToolRetirement Resources, LLCSjhl Financial GroupAvocet Capital Management LLC
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Retirement Resources, LLC: Fidelity · Sjhl Financial Group: Schwab · Avocet Capital Management LLC: Fidelity