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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 Rosel Wealth Management, LLC (swap one in):+ Harrell Investment Partners, LLC $662.4M · Austin, TX+ Westshore Wealth $662.4M · Newport Beach, CA+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA+ Whitener Capital Management, Inc $598.5M · Rocky Mount, NC
Highlands Ranch, CO
Greenwood Village, CO
Gap, PA
Assets under management$630.2M$663.9M$662.3M
Asset growth, last 2 years+54%+116%+198%
Advisory staff258
Individual clients317541813
Assets per client$2M$1.2M$815K
Clients per advisor159108102
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720202023
Tools in their stack–2–
People on Advicer.bio2610

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

ToolRosel Wealth Management, LLCFocused Alpha, LLCBare Wealth Advisors
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Rosel Wealth Management, LLC: Schwab · Focused Alpha, LLC: Schwab · Bare Wealth Advisors: Schwab