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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+ Condor Capital Wealth Management $2.18B · Martinsville, NJ+ Roundview Capital, LLC $2.13B · Princeton, NJ
Summit, NJ
Chattanooga, TN
Las Vegas, NV
Assets under management$2.3B$2.42B$2.18B
Asset growth, last 2 years−1%+151%+33%
Advisory staff6211
Individual clients1,41217,092401
Assets per client$1.6M$142K$5.4M
Clients per advisor2358,54636
Main custodianMorgan Stanley–Schwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack121
People on Advicer.bio227

From each firm's latest Form ADV (Mar 2026, Sep 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 CapitalThe Investment Counsel Company
CRM
Envestnet Tamarac––Uses it
HubSpot–Uses it–
Website Builders
Webflow–Uses it–
WixUses it––

Custodians on Form ADV: Rsw Investments: Morgan Stanley, UBS, Merrill · Future Capital: none listed · The Investment Counsel Company: Schwab