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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 Rgb Capital Group (swap one in):+ Ws Wealth Management, LLC $90.5M · Washington, VA+ Hutchison Whitehead Wealth Management $90.4M · Canonsburg, PA+ L&L Partners Wealth Management, LLC $81.8M · Suffern, NY+ Long River Investment Management LLC $81.8M
Colorado Springs, CO
Assets under management$86.1M$90.5M$90.5M
Asset growth, last 2 years–––
Advisory staff222
Individual clients10713946
Assets per client$805K$651K$2M
Clients per advisor547023
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack537
People on Advicer.bio2–2

From each firm's latest Form ADV (Sep 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.

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.

ToolRgb Capital GroupAdvenire Wealth ManagementInnovate Wealth
Custodial Platform
AltruistUses it–Uses it
Charles Schwab–Uses itUses it
AxosUses it––
Financial Planning
RightCapital (Right Capital)–Uses itUses it
HazelUses it––
Communications Archiving/Monitoring
Global RelayUses it––
Portfolio Management
Capitect––Uses it
Risk Tolerance
DataPoints––Uses it
Schedule Apps
Calendly––Uses it
Team Chat & Collaboration
SlackUses it––
Website Builders
Webflow–Uses itUses it