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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 Roi Financial (swap one in):+ Universal Financial Advisors, LLC $277.5M · St. Louis, MO+ Kilter Group $277.4M+ Styre Wealth $250.8M · Fort Worth, TX+ Rutherford Investment Management $250M · Portland, OR
Beaverton, OR
Lincoln, NE
Assets under management$264.2M$277.4M$250.9M
Asset growth, last 2 years+63%+69%+23%
Advisory staff552
Individual clients272258103
Assets per client$971K$1.1M$2.4M
Clients per advisor545252
Main custodianSchwabFidelitySchwab
Filing with the SEC since202120202021
Tools in their stack311
People on Advicer.bio253

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

ToolRoi FinancialHbe Wealth Management, LLCBlodgett Wealth Advisors, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Portfolio Management
Orion–Uses it–
Tax Planning
ProConnectUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Roi Financial: Schwab · Hbe Wealth Management, LLC: Fidelity · Blodgett Wealth Advisors, LLC: Schwab