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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 Rose Capital (swap one in):+ Bane O'leary LLC $85.3M · Bloomington, MN+ Sunrise Capital Management LLC $85.3M+ Sherman, Young & Leavitt, LLC $77.1M · Oregon City, OR+ Walton Rahal Cpas PLLC $77M · Boca Raton, FL
Plymouth, MA
Assets under management$81.2M$85.3M$77.1M
Asset growth, last 2 years+98%––
Advisory staff121
Individual clients226685
Assets per client$3.7M$1.3M$907K
Clients per advisor223385
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–2–
People on Advicer.bio–21

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

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.

ToolRose CapitalAlongside Wealth Advisors, LLCNew England Financial Group
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace–Uses it–