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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 Rsw Investments (swap one in):+ Traynor Capital Management $2.42B · Malvern, PA+ Wealth Architects, LLC $2.42B · Mountain View, CA+ The Investment Counsel Company $2.18B · Las Vegas, NV+ Condor Capital Wealth Management $2.18B · Martinsville, NJ
Summit, NJ
Chattanooga, TN
Princeton, NJ
Assets under management$2.3B$2.42B$2.13B
Asset growth, last 2 years−1%+151%+51%
Advisory staff625
Individual clients1,41217,092544
Assets per client$1.6M$142K$3.9M
Clients per advisor2358,546109
Main custodianMorgan Stanley–Schwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack124
People on Advicer.bio225

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

ToolRsw InvestmentsFuture CapitalRoundview Capital, LLC
CRM
Envestnet Tamarac––Uses it
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Website Builders
Webflow–Uses it–
WixUses it––
Client File Sharing
ShareFile––Uses it

Custodians on Form ADV: Rsw Investments: Morgan Stanley, UBS, Merrill · Future Capital: none listed · Roundview Capital, LLC: Schwab, Fidelity