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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+ Holos Integrated Wealth $233.1M · Kennett Square, PA+ We Alliance Wealth Advisors, Inc. $233.1M · Roseville, CA
Falmouth, ME
Westlake Village, CA
Malvern, PA
Assets under management$245.4M$257.9M$258.1M
Asset growth, last 2 years+42%+51%–
Advisory staff334
Individual clients390240126
Assets per client$629K$1.1M$2M
Clients per advisor1308032
Main custodianSchwabSchwabFidelity
Filing with the SEC since202120212024
Tools in their stack––2
People on Advicer.bio344

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 AdvisorsMalvern Capital Management
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Rm Financial Services, LLC: Schwab · Village Wealth Advisors: Schwab · Malvern Capital Management: Fidelity, Hand Benefit & Trust Company, TIAA