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.

Rodino Wealth Management LLC
Mobjack Investments
Diamond Wealth Partners

Similar in size to Rodino Wealth Management LLC (swap one in):+ Health & Wealth Works LLC $1.4M + Quants Compete $1.4M · Brentwood, TN + Shawnee Investments & Planning $1.2M + Lee Financial Group $1.2M

	Rodino Wealth Management LLC	Mobjack Investments	Diamond Wealth Partners
Assets under management	$1.3M	$1.4M	$1.2M
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	1
Individual clients	17	23	7
Assets per client	$76K	$60K	$176K
Clients per advisor	17	23	7
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	2	–	–
People on Advicer.bio	1	1	1

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