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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 Rockcrest Financial LLC (swap one in):+ Hurst Wealth Advisors, PC $46.6M · Douglas, GA+ Thompson Financial Transitions Inc. $46.5M · White Bear Lake, MN+ Mission Street Wealth Planning $42.1M · Pasadena, CA+ Esd Advisory Services Inc $42M · South Orange, NJ
Somers Point, NJ
Assets under management$44.3M$46.6M$42.1M
Asset growth, last 2 years–+108%+55%
Advisory staff331
Individual clients1334637
Assets per client$333K$1M$1.1M
Clients per advisor441537
Main custodian––Schwab
Filing with the SEC since202620132024
Tools in their stack311
People on Advicer.bio331

From each firm's latest Form ADV (May 2026, 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

1 tool 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.

ToolRockcrest Financial LLCEthos Private WealthGuide Wealth Management
Advisory Fee Billing
AdvicePayUses it––
Client Texting
CurrentClientUses it––
Financial Planning
eMoneyUses itUses itUses it

Custodians on Form ADV: Rockcrest Financial LLC: none listed · Ethos Private Wealth: none listed · Guide Wealth Management: Schwab