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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 Royal Fund Management, LLC (swap one in):+ Buck Wealth Strategies, LLC $1.64B · Denver, CO+ Steel Grove Capital Advisors, LLC $1.64B · Memphis, TN+ Activest Wealth Management, LLC $1.46B · Aventura, FL+ Spirepoint Private Client, LLC $1.44B · Vero Beach, FL
Lady Lake, FL
St. Petersburg, FL
Ada, MI
Assets under management$1.56B$1.64B$1.64B
Asset growth, last 2 years+14%+50%+17%
Advisory staff83160
Individual clients4,9401,04410,265
Assets per client$315K$1.6M$159K
Clients per advisor6065–
Main custodianSchwabSchwabAxos Clearing
Filing with the SEC since201320212016
Tools in their stack1–5
People on Advicer.bio8316–

From each firm's latest Form ADV (Oct 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.

ToolRoyal Fund Management, LLCArs Wealth AdvisorsUSA Financial Exchange
Custodial Platform
Charles SchwabUses it–Uses it
Axos––Uses it
NetX360 (Pershing)––Uses it
CRM
HubSpot––Uses it
SS&C Black Diamond––Uses it

Custodians on Form ADV: Royal Fund Management, LLC: Schwab · Ars Wealth Advisors: Schwab · USA Financial Exchange: Axos Clearing, Schwab, Pershing