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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 Rmr Capital Management LLC (swap one in):+ Lewis Capital Management $180.2M · Beverly Hills, CA+ Beers Kight Financial Advisors, LLC $179.4M · Columbia, SC+ Fell Capital Management $161.8M · Newport Beach, CA+ Blom & Howell Financial Planning, Inc. $161.5M · Modesto, CA
Tustin, CA
Pasadena, CA
San Diego, CA
Assets under management$170.8M$180M$179.7M
Asset growth, last 2 years+21%––
Advisory staff122
Individual clients7237288
Assets per client$2.4M$4.9M$624K
Clients per advisor7219144
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since201620242024
Tools in their stack–11
People on Advicer.bio122

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

ToolRmr Capital Management LLCHall Capital, LLCStirling Financial Group
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Rmr Capital Management LLC: Schwab · Hall Capital, LLC: Fidelity · Stirling Financial Group: LPL Financial