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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 River City Wealth Management (swap one in):+ Mcculley Financial Group, LLC $188.7M · Westchester, IL+ Ivy League Financial Advisors LLC $188.7M · Rockville, MD+ Taylor Wealth Management, LLC $170.5M · Torrance, CA+ Igw Advisory Investment Management LLC $170.5M · Los Angeles, CA
Jacksonville, FL
Pensacola, FL
Jacksonville, FL
Assets under management$179.6M$190.3M$189.6M
Asset growth, last 2 years+34%+31%+86%
Advisory staff228
Individual clients128323148
Assets per client$1.4M$589K$1.3M
Clients per advisor6416219
Main custodianSchwab–Fidelity
Filing with the SEC since20212012 or earlier2023
Tools in their stack–11
People on Advicer.bio229

From each firm's latest Form ADV (Jul 2026, Jan 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.

ToolRiver City Wealth ManagementArmada AdvisorsFinancial Independence Advisors, LLC
Portfolio Management
Orion––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: River City Wealth Management: Schwab · Armada Advisors: none listed · Financial Independence Advisors, LLC: Fidelity, Newedge Securities, Inc.