Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Rockbound Wealth Management (swap one in):+ Mitchell Group Delaware LLC $5.6M · Sweet Home, TX+ True North Financial Planning, LLC $5.5M · South Burlington, VT+ Whitfill Investment Management, LLC $4.9M · Kingwood, TX+ Brownsboro Financial $4.9M · Lockhart, TX
El Paso, TX
New York, NY
Mckinney, TX
Assets under management$5.2M$5.5M$5.6M
Asset growth, last 2 years–+35%–
Advisory staff111
Individual clients422115
Assets per client$124K$261K$371K
Clients per advisor422115
Main custodian–Folio–
Filing with the SEC since202420202026
Tools in their stack–1–
People on Advicer.bio111

From each firm's latest Form ADV (Apr 2024, Mar 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.

ToolRockbound Wealth ManagementCenterfin CapitalGray Financial Planning LLC
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Rockbound Wealth Management: none listed · Centerfin Capital: Folio · Gray Financial Planning LLC: none listed