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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 Rmh Investment Management, LLC (swap one in):+ Compass Rose Strategic Partners LLC $103M · Waterford, CT+ American Retirement & Investment Strategies, LLC $103M+ Stewardship Wealth Advisors $93.1M · Phoenix, AZ+ Wealthspan Investment Management, LLC $93.1M · Grand Rapids, MI
Tucson, AZ
Newport Beach, CA
Assets under management$98M$103M$102.9M
Asset growth, last 2 years––+532%
Advisory staff212
Individual clients11037107
Assets per client$891K$2.8M$962K
Clients per advisor553754
Main custodian––Interactive Brokers
Filing with the SEC since202620262023
Tools in their stack––4
People on Advicer.bio211

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

ToolRmh Investment Management, LLCEversight Wealth LLCWealth Strategies Group
Client Data Gathering
PreciseFP––Uses it
Client File Sharing
Box––Uses it
Custodial Platform
NetX360 (Pershing)––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Rmh Investment Management, LLC: none listed · Eversight Wealth LLC: none listed · Wealth Strategies Group: Interactive Brokers