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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):+ Malvern Capital Management $258.1M · Malvern, PA+ Kamichu Wealth Management LLC $258.1M+ Holos Integrated Wealth $233.1M · Kennett Square, PA+ We Alliance Wealth Advisors, Inc. $233.1M · Roseville, CA
Falmouth, ME
Westlake Village, CA
Rockville, MD
Assets under management$245.4M$257.9M$257.7M
Asset growth, last 2 years+42%+51%+29%
Advisory staff334
Individual clients390240247
Assets per client$629K$1.1M$1M
Clients per advisor1308062
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120212012 or earlier
Tools in their stack–––
People on Advicer.bio345

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Rm Financial Services, LLC: Schwab · Village Wealth Advisors: Schwab · Schaeffer Financial LLC: Schwab