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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 Rohde Wealth Management (swap one in):+ Samara Financial, Inc. $771K+ Mckee Wealth Management $763K · Hurricane, WV+ Kelley Lane Capital, LLC $686K · Dallas, TX+ Nevis Equity Advisors LLC $686K
Portland, OR
Assets under management$725K$768K$680K
Asset growth, last 2 years–––
Advisory staff111
Individual clients4101
Assets per client$181K$77K$680K
Clients per advisor4101
Main custodian–––
Filing with the SEC since202620252026
Tools in their stack11–
People on Advicer.bio111

From each firm's latest Form ADV (Jun 2026, Mar 2025, 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.

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.

ToolRohde Wealth ManagementSwapnick, LLCShared Prosperity Group
Custodial Platform
Charles SchwabUses it––
Interactive Brokers–Uses it–