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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 Rocco R. Santomenno (swap one in):+ Insideout Wealth Strategies, LLC $54.3M+ Chevelon Capital Management LLC $54.3M · Scottsdale, AZ+ Solid Rock Wealth Management $49.1M · Bozeman, MT+ Providence Wealth Advisors, LLC $49M
Manassas, VA
Assets under management$51.7M$54.3M$49.1M
Asset growth, last 2 years+199%––
Advisory staff112
Individual clients826896
Assets per client$630K$798K$511K
Clients per advisor826848
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–––
People on Advicer.bio122

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

Tech stacks

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