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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):+ Integrity Wealth Management, Inc. $163.2M · Spokane, WA+ Archambo Financial Advisors, Inc. $163.1M · Bartlesville, OK+ Edmp, Inc. $147.4M · Lutz, FL+ Blue Bear Financial, LLC $147.4M
Holly, MI
Bingham Farms, MI
Black Mountain, NC
Assets under management$155.1M$165M$162.9M
Asset growth, last 2 years––+56%
Advisory staff312
Individual clients350135242
Assets per client$443K$1.2M$673K
Clients per advisor117135121
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420242022
Tools in their stack–32
People on Advicer.bio312

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, LLCCollie Financial Planning, Inc.
Client File Sharing
Dropbox–Uses it–
Custodial Platform
Altruist––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Rhl Group, LLC: Schwab, Nationwide · Octo Capital, LLC: Schwab · Collie Financial Planning, Inc.: Schwab