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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 Retirement Wealth Solutions LLC (swap one in):+ Strategic Wealth Capital $238.4M · San Francisco, CA+ Sequoia Wealth Management Group $238.4M+ Kennedy Wealth & Tax Management, LLC $215.5M · Southbury, CT+ Financial Service Group Inc $215M · Mount Pleasant, WI
Marshfield, WI
Chadds Ford, PA
Irvine, CA
Assets under management$227M$238.4M$215.6M
Asset growth, last 2 years+61%−1%+46%
Advisory staff312
Individual clients188189
Assets per client$1.2M$238.4M$2.4M
Clients per advisor63145
Main custodianSchwab–Schwab
Filing with the SEC since202420182022
Tools in their stack2–3
People on Advicer.bio312

From each firm's latest Form ADV (Feb 2026, Mar 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 Wealth Solutions LLCPf AdvisorsMarrick Wealth
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Retirement Wealth Solutions LLC: Schwab · Pf Advisors: none listed · Marrick Wealth: Schwab