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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 Robinswood Financial (swap one in):+ Mbm Wealth Consultants, LLC $476.7M · Chesterfield, MO+ Wimmer Associates LLC $475.9M · Pasadena, CA+ Swmg, LLC $430.4M · Fort Worth, TX+ Diker Management LLC $430M · New York, NY
Kirkland, WA
Park Ridge, IL
Boynton Beach, FL
Assets under management$453.2M$476M$430.1M
Asset growth, last 2 years+41%+54%+23%
Advisory staff637
Individual clients48816242
Assets per client$929K$29.7M$1.8M
Clients per advisor81535
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack––3
People on Advicer.bio735

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

ToolRobinswood FinancialThe Invictus Collective, LLCCastle Wealth Management
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Robinswood Financial: none listed · The Invictus Collective, LLC: Fidelity, Stonex Financial Inc. · Castle Wealth Management: Schwab