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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):+ Harbor Island Capital LLC $277.6M · Topsfield, MA+ Kilter Group $277.4M+ Blodgett Wealth Advisors, LLC $250.9M+ Rutherford Investment Management $250M · Portland, OR
Beaverton, OR
Lincoln, NE
St. Louis, MO
Assets under management$264.2M$277.4M$277.5M
Asset growth, last 2 years+63%+69%+37%
Advisory staff558
Individual clients272258326
Assets per client$971K$1.1M$851K
Clients per advisor545241
Main custodianSchwabFidelitySchwab
Filing with the SEC since202120202022
Tools in their stack31–
People on Advicer.bio259

From each firm's latest Form ADV (Mar 2026, Feb 2026, Aug 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, LLCUniversal Financial Advisors, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Portfolio Management
Orion–Uses it–
Tax Planning
ProConnectUses it––

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