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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 Rothman Investment Management, LLC (swap one in):+ Lockerman Financial Group, Inc $110.1M · Newport Beach, CA+ Ridgeview Financial Planning $110M · Santa Rosa, CA+ Gaskin Wealth Management $99.3M · Moraga, CA+ Hatfield Insurance & Financial Services, Inc. $99.2M · Burbank, CA
Atascadero, CA
Newport Beach, CA
Los Angeles, CA
Assets under management$104.6M$110M$99.2M
Asset growth, last 2 years–+18%+29%
Advisory staff212
Individual clients1314059
Assets per client$798K$2.8M$1.7M
Clients per advisor664030
Main custodian–Schwab–
Filing with the SEC since202620212012 or earlier
Tools in their stack–1–
People on Advicer.bio312

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

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.

ToolRothman Investment Management, LLCWerlemann Wealth ManagementHenney Wealth Management
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Rothman Investment Management, LLC: none listed · Werlemann Wealth Management: Schwab · Henney Wealth Management: none listed