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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 Romano Wealth Management (swap one in):+ The Nemes Rush Group, LLC $1.62B · Novi, MI+ Islandbridge Capital Limited $1.62B · London, Greater London+ Mediqus Asset Advisors, Inc. $1.46B · Chicago, IL+ Parkside Investments, LLC $1.44B · Deerfield, IL
Evanston, IL
Chicago, IL
Farmington Hills, MI
Assets under management$1.54B$1.66B$1.62B
Asset growth, last 2 years+25%+62%+24%
Advisory staff94111
Individual clients9342,0241,166
Assets per client$1.6M$821K$1.4M
Clients per advisor10449106
Main custodianWells Fargo––
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack––1
People on Advicer.bio1110012

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

ToolRomano Wealth ManagementNorthern Trust Securities, IncBloom Advisors
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Romano Wealth Management: Wells Fargo · Northern Trust Securities, Inc: none listed · Bloom Advisors: none listed