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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 Rovin Capital (swap one in):+ Unique Wealth, LLC $965.6M · Tampa, FL+ Grace & White, Inc $964.2M · New York, NY+ Alpha Capital Management $871.4M · Austin, TX+ Oak Grove Capital, LLC $871M
Mesa, AZ
Rogers, AR
Grand Rapids, MI
Assets under management$917.3M$965M$966.7M
Asset growth, last 2 years+92%+22%+129%
Advisory staff9540
Individual clients5203921,772
Assets per client$1.8M$2.5M$546K
Clients per advisor587844
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192020
Tools in their stack–1–
People on Advicer.bio2542

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

ToolRovin CapitalHexagon Capital Partners, LLCLifeworks Advisors, LLC
Website Builders
Wix–Uses it–

Custodians on Form ADV: Rovin Capital: Schwab · Hexagon Capital Partners, LLC: Schwab · Lifeworks Advisors, LLC: Schwab, Apex Clearing, Professional Capital Services