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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 Rolek Retirement Planning (swap one in):+ Taylor Securities Services, Inc. $252.5M · Harrisburg, PA+ Mariaca Wealth Management, LLC $251.1M · Wellington, FL+ Successful Money Strategies Inc $227.1M · Fall River, MA+ Rm Sincerbeaux Capital Management, LLC. $227.1M · New York, NY
Berwyn, PA
King Of Prussia, PA
New Orleans, LA
Assets under management$239.2M$253.2M$227M
Asset growth, last 2 years+121%+5%+14%
Advisory staff142
Individual clients262130133
Assets per client$913K$1.9M$1.7M
Clients per advisor2623367
Main custodianPershingSchwabSchwab
Filing with the SEC since20242012 or earlier2019
Tools in their stack1–2
People on Advicer.bio142

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

ToolRolek Retirement PlanningMaguire Investments LLCDumaine Investments LLC
Custodial Platform
Charles Schwab––Uses it
Vanguard––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Rolek Retirement Planning: Pershing · Maguire Investments LLC: Schwab, Wells Fargo, Fifth Third Bancorp · Dumaine Investments LLC: Schwab