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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 Rhl Group, LLC (swap one in):+ Archambo Financial Advisors, Inc. $163.1M · Bartlesville, OK+ Collie Financial Planning, Inc. $162.9M · Black Mountain, NC+ Edmp, Inc. $147.4M · Lutz, FL+ Fit Wealth Management $147.4M · Centennial, CO
Holly, MI
Bingham Farms, MI
Assets under management$155.1M$165M$147.4M
Asset growth, last 2 years–––
Advisory staff313
Individual clients350135163
Assets per client$443K$1.2M$904K
Clients per advisor11713554
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420242024
Tools in their stack–32
People on Advicer.bio313

From each firm's latest Form ADV (Sep 2026, Feb 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.

ToolRhl Group, LLCOcto Capital, LLCBlue Bear Financial, LLC
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Client File Sharing
Dropbox–Uses it–
CRM
Wealthbox––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Rhl Group, LLC: Schwab, Nationwide · Octo Capital, LLC: Schwab · Blue Bear Financial, LLC: Schwab