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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 Rockline Wealth Management LLC (swap one in):+ Francis Financial $803.2M · New York, NY+ Sycamore Financial Group $787.4M · Kokomo, IN+ Excalibur Management Corp $712.1M · Waltham, MA+ Northcape Wealth Management $706.1M · Williamsville, NY
Islip Terrace, NY
Orinda, CA
Assets under management$749.6M$787.4M$787.6M
Asset growth, last 2 years+57%+208%+22%
Advisory staff4166
Individual clients861874429
Assets per client$871K$901K$1.8M
Clients per advisor2155572
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since202320172012 or earlier
Tools in their stack––1
People on Advicer.bio5149

From each firm's latest Form ADV (Sep 2026, Oct 2026, Jun 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.

ToolRockline Wealth Management LLCInvestor FanBell Investment Advisors Inc
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: Rockline Wealth Management LLC: LPL Financial · Investor Fan: Schwab · Bell Investment Advisors Inc: Schwab