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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 Rmdr Advisors, Inc. (swap one in):+ New Horizons Wealth Management $203.3M · Cedar Knolls, NJ+ Ball & Company $203.1M+ Barden Capital Management, Inc. $183.5M+ Magnolia Wealth Management LLC $183.3M · Dothan, AL
Traverse City, MI
Boca Raton, FL
Assets under management$193.2M$203M$202.9M
Asset growth, last 2 years+5%+26%+30%
Advisory staff232
Individual clients180176107
Assets per client$1.1M$1.2M$1.9M
Clients per advisor905954
Main custodianFidelityFidelity–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio231

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

ToolRmdr Advisors, Inc.Independent Wealth Management, LLCSyntax Research, Inc.
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: Rmdr Advisors, Inc.: Fidelity · Independent Wealth Management, LLC: Fidelity · Syntax Research, Inc.: none listed