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 Rosemeyer Management Group (swap one in):+ Intelligent Wealth Solutions LLC $961M · Austin, TX+ Tranquility Partners, LLC $960M · Brentwood, TN+ Integrity Financial Corporation $868.1M · Jackson, WY+ Pjs Investment Management $852M · Cedarburg, WI
Platteville, WI
Tomah, WI
New York, NY
Assets under management$914M$977.1M$868.2M
Asset growth, last 2 years+79%+35%+29%
Advisory staff9107
Individual clients1,1542,536348
Assets per client$792K$385K$2.5M
Clients per advisor12825450
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020172012 or earlier
Tools in their stack1–3
People on Advicer.bio15127

From each firm's latest Form ADV (Oct 2026, Jul 2026, Dec 2025). 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.

ToolRosemeyer Management GroupMbe Wealth Management, LLCCircle Advisers Inc
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Rosemeyer Management Group: Schwab · Mbe Wealth Management, LLC: Schwab · Circle Advisers Inc: Schwab, Fidelity