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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 Rookwood Wealth (swap one in):+ Vitality Wealth $9.1M · Idaho Falls, ID+ Granite State Capital Management, LLC $9.1M+ Southbridge Capital Partners LLC $8.2M · Chattanooga, TN+ Pomegranate Financial LLC $8.2M
Mclean, VA
Assets under management$8.7M$9.1M$9.1M
Asset growth, last 2 years–––
Advisory staff111
Individual clients655
Assets per client$1.4M$1.8M$1.8M
Clients per advisor655
Main custodian–––
Filing with the SEC since202620262023
Tools in their stack––1
People on Advicer.bio11–

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

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.

ToolRookwood WealthSeamless Financial PlanningBenjamins Money
Schedule Apps
Calendly––Uses it