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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):+ Barnes Wealth Management Group $477.2M · Bakersfield, CA+ Mbm Wealth Consultants, LLC $476.7M · Chesterfield, MO+ Swmg, LLC $430.4M · Fort Worth, TX+ Castle Wealth Management $430.1M · Boynton Beach, FL
Kirkland, WA
Park Ridge, IL
Pasadena, CA
Assets under management$453.2M$476M$475.9M
Asset growth, last 2 years+41%+54%+21%
Advisory staff634
Individual clients48816143
Assets per client$929K$29.7M$3.3M
Clients per advisor81536
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack–––
People on Advicer.bio731

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

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. · Wimmer Associates LLC: Schwab, Fidelity