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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
New Brighton, MN
Assets under management$749.6M$787.4M$712M
Asset growth, last 2 years+57%+208%+49%
Advisory staff4167
Individual clients8618741,985
Assets per client$871K$901K$359K
Clients per advisor21555284
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since202320172018
Tools in their stack––13
People on Advicer.bio5147

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

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 FanValtinson Bruner Financial Planning
Client Data Gathering
Zocks––Uses it
Communications Archiving/Monitoring
Smarsh––Uses it
Compliance
Claude for Financial Advisors––Uses it
CRM
Redtail––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Investment Data/Analytics
YCharts––Uses it
Portfolio Management
Orion––Uses it
Retirement Planning
Income Lab––Uses it
Schedule Apps
Acuity Scheduling––Uses it
Stress Testing
Orion Risk Intelligence––Uses it
Tax Planning
Holistiplan––Uses it
Trading/Rebalancing
iRebal––Uses it

Custodians on Form ADV: Rockline Wealth Management LLC: LPL Financial · Investor Fan: Schwab · Valtinson Bruner Financial Planning: Schwab