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 Rockcrest Financial LLC (swap one in):+ Neale Financial, LLC $46.6M+ Hurst Wealth Advisors, PC $46.6M · Douglas, GA+ Mission Street Wealth Planning $42.1M · Pasadena, CA+ Esd Advisory Services Inc $42M · South Orange, NJ
Somers Point, NJ
White Bear Lake, MN
Assets under management$44.3M$46.6M$46.5M
Asset growth, last 2 years–+108%–
Advisory staff331
Individual clients13346129
Assets per client$333K$1M$361K
Clients per advisor4415129
Main custodian–––
Filing with the SEC since202620132026
Tools in their stack31–
People on Advicer.bio331

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

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 WealthThompson Financial Transitions Inc.
Advisory Fee Billing
AdvicePayUses it––
Client Texting
CurrentClientUses it––
Financial Planning
eMoneyUses itUses it–