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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 Rm Financial Services, LLC (swap one in):+ Kamichu Wealth Management LLC $258.1M+ Schaeffer Financial LLC $257.7M · Rockville, MD+ We Alliance Wealth Advisors, Inc. $233.1M · Roseville, CA+ Anchor Wealth Management Group LLC $233M · West Palm Beach, FL
Falmouth, ME
Westlake Village, CA
Kennett Square, PA
Assets under management$245.4M$257.9M$233.1M
Asset growth, last 2 years+42%+51%–
Advisory staff333
Individual clients390240225
Assets per client$629K$1.1M$1M
Clients per advisor1308075
Main custodianSchwabSchwabFidelity
Filing with the SEC since202120212024
Tools in their stack––2
People on Advicer.bio343

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

ToolRm Financial Services, LLCVillage Wealth AdvisorsHolos Integrated Wealth
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it

Custodians on Form ADV: Rm Financial Services, LLC: Schwab · Village Wealth Advisors: Schwab · Holos Integrated Wealth: Fidelity