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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 Rightwealth Advisors, LLC (swap one in):+ Carolina Financial Advisors, Inc. $240.9M · Greensboro, NC+ The Kieckhefer Group $240.8M · Mequon, WI+ Enspyre Wealth Advisors, Inc. $217.7M · Woodbury, MN+ Sound Financial Strategies Group, LLC $217.7M · Madison, MS
Miamisburg, OH
Maumee, OH
Canton, OH
Assets under management$229.3M$242.3M$217.5M
Asset growth, last 2 years+38%+23%–
Advisory staff352
Individual clients234714307
Assets per client$980K$339K$709K
Clients per advisor78143154
Main custodianRaymond JamesTrade PmrSEI
Filing with the SEC since201920152024
Tools in their stack–21
People on Advicer.bio372

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

ToolRightwealth Advisors, LLCMunn Wealth Management, LLCAffinity Wealth LLC
Website Builders
Squarespace–Uses it–
Wix––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Rightwealth Advisors, LLC: Raymond James · Munn Wealth Management, LLC: Trade Pmr, Goldman Sachs, Interactive Brokers, Fidelity · Affinity Wealth LLC: SEI, Capital Client Group, Inc.