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 Rpr Financial (swap one in):+ West End Wealth Management, LLC $170.4M · Denver, CO+ Redwood Park Advisors $170.3M · Redwood City, CA+ Millennium Investment Services $153.9M · Van Nuys, CA+ Shining Rock Advisors LLC $153.8M · Asheville, NC
Overland Park, KS
Topeka, KS
Irvine, CA
Assets under management$162.1M$170.7M$153.8M
Asset growth, last 2 years+189%+19%–
Advisory staff422
Individual clients259261303
Assets per client$626K$654K$508K
Clients per advisor65131152
Main custodianSchwabSchwab–
Filing with the SEC since202120232026
Tools in their stack1––
People on Advicer.bio523

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

ToolRpr FinancialProactive Capital Management, Inc.Western Growers Financial Services
Digital Marketing
MailchimpUses it––

Custodians on Form ADV: Rpr Financial: Schwab · Proactive Capital Management, Inc.: Schwab, TIAA-Cref Individual & Institutional Services, LLC · Western Growers Financial Services: none listed