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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+ Guide Wealth Management $42.1M+ Esd Advisory Services Inc $42M · South Orange, NJ
Somers Point, NJ
Pasadena, CA
Assets under management$44.3M$46.6M$42.1M
Asset growth, last 2 years–+108%–
Advisory staff333
Individual clients1334639
Assets per client$333K$1M$1.1M
Clients per advisor441513
Main custodian–––
Filing with the SEC since202620132026
Tools in their stack311
People on Advicer.bio333

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

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.

ToolRockcrest Financial LLCEthos Private WealthMission Street Wealth Planning
Advisory Fee Billing
AdvicePayUses it––
Client Texting
CurrentClientUses it––
Financial Planning
eMoneyUses itUses it–
Schedule Apps
Calendly––Uses it