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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 Rsd Advisors (swap one in):+ Longenecker Financial Services $82.1M · Des Moines, IA+ Sr Financial Services, Inc. $82M+ Worthwhile Wealth Council $74.2M · Johnson City, TN+ Hawley Advisors $74.2M · Walnut Creek, CA
Crown Point, IN
Orchard, NY
Assets under management$78.1M$82.1M$82.2M
Asset growth, last 2 years+78%–+95%
Advisory staff123
Individual clients2653172
Assets per client$3M$1.5M$478K
Clients per advisor262757
Main custodianPershing–Raymond James
Filing with the SEC since202220262015
Tools in their stack31–
People on Advicer.bio123

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

ToolRsd AdvisorsWalsh AdvisorsWinthrop Partners - Epa, LLC
Website Builders
Squarespace–Uses it–
WixUses it––
Custodial Platform
NetX360 (Pershing)Uses it––
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Rsd Advisors: Pershing, J.P. Morgan · Walsh Advisors: none listed · Winthrop Partners - Epa, LLC: Raymond James