Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Bloom Advisors $1.62B · Farmington Hills, MI+ Mediqus Asset Advisors, Inc. $1.46B · Chicago, IL+ Parkside Investments, LLC $1.44B · Deerfield, IL
Evanston, IL
Chicago, IL
London, Greater London
Assets under management$1.54B$1.66B$1.62B
Asset growth, last 2 years+25%+62%+75%
Advisory staff94116
Individual clients9342,02422
Assets per client$1.6M$821K$73.5M
Clients per advisor104491
Main custodianWells Fargo––
Filing with the SEC since2012 or earlier20142021
Tools in their stack–––
People on Advicer.bio11100–

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Romano Wealth Management: Wells Fargo · Northern Trust Securities, Inc: none listed · Islandbridge Capital Limited: none listed