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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+ Rm Sincerbeaux Capital Management, LLC. $227.1M · New York, NY+ Dumaine Investments LLC $227M · New Orleans, LA
Berwyn, PA
King Of Prussia, PA
Fall River, MA
Assets under management$239.2M$253.2M$227.1M
Asset growth, last 2 years+121%+5%+30%
Advisory staff141
Individual clients262130273
Assets per client$913K$1.9M$832K
Clients per advisor26233273
Main custodianPershingSchwabSchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack1–1
People on Advicer.bio141

From each firm's latest Form ADV (Feb 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.

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 LLCSuccessful Money Strategies Inc
Digital Marketing
Snappy Kraken––Uses it
Website Builders
WixUses it––

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