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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):+ Financial Independence Advisors, LLC $189.6M · Jacksonville, FL+ Ivy League Financial Advisors LLC $188.7M · Rockville, MD+ Igw Advisory Investment Management LLC $170.5M · Los Angeles, CA+ North Shore Investment Consulting LLC $170.5M · Wilmette, IL
Jacksonville, FL
Pensacola, FL
Torrance, CA
Assets under management$179.6M$190.3M$170.5M
Asset growth, last 2 years+34%+31%+48%
Advisory staff221
Individual clients12832363
Assets per client$1.4M$589K$2.7M
Clients per advisor6416263
Main custodianSchwab–Pershing
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio221

From each firm's latest Form ADV (Jul 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.

ToolRiver City Wealth ManagementArmada AdvisorsTaylor Wealth Management, LLC
Website Builders
Wix–Uses it–

Custodians on Form ADV: River City Wealth Management: Schwab · Armada Advisors: none listed · Taylor Wealth Management, LLC: Pershing