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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+ Castle Wealth Management $430.1M · Boynton Beach, FL
Kirkland, WA
Park Ridge, IL
New York, NY
Assets under management$453.2M$476M$430M
Asset growth, last 2 years+41%+54%+8%
Advisory staff635
Individual clients4881615
Assets per client$929K$29.7M$28.7M
Clients per advisor8153
Main custodian–FidelityJ.P. Morgan
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack–––
People on Advicer.bio73–

From each firm's latest Form ADV (Jul 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

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

Custodians on Form ADV: Robinswood Financial: none listed · The Invictus Collective, LLC: Fidelity, Stonex Financial Inc. · Diker Management LLC: J.P. Morgan