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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 Rowley Financial (swap one in):+ Beale Healy Investment Advisors Inc $102.8M · Richmond, VA+ Networth Asset Management, Inc $102.8M+ Conrad A. May, CPA, P.c. $92.9M+ Stages Planning Group, LLC $92.9M · Virginia Beach, VA
Lancaster, PA
Pittsburgh, PA
So. Easton, MA
Assets under management$97.9M$103M$92.9M
Asset growth, last 2 years–+500%–
Advisory staff271
Individual clients16660439
Assets per client$590K$1.7M$212K
Clients per advisor839439
Main custodian–Apex Clearing–
Filing with the SEC since202620212026
Tools in their stack–1–
People on Advicer.bio292

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

ToolRowley FinancialMoralis Technologies, LLCClary Financial, Inc
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Rowley Financial: none listed · Moralis Technologies, LLC: Apex Clearing, Schwab, Interactive Brokers · Clary Financial, Inc: none listed