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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 Ruda Financial (swap one in):+ Copia Wealth Management Advisors, Inc. $19.7M · San Diego, CA+ Dlb Wealth Advisors LLC $19.7M+ Maguire Stewardship Partners $17.8M+ Mainwall Investment Management, LLC $17.8M
Indianapolis, IN
Portland, OR
Assets under management$18.8M$19.7M$19.7M
Asset growth, last 2 years––+1,780%
Advisory staff113
Individual clients–794,178
Assets per client–$250K$5K
Clients per advisor–791,393
Main custodian––Apex Clearing
Filing with the SEC since202620262019
Tools in their stack3––
People on Advicer.bio113

From each firm's latest Form ADV (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.

ToolRuda FinancialAustin Financial Strategies, Inc.Icon Financial Services LLC
Advisor Lead Gen
Fee-Only NetworkUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Ruda Financial: none listed · Austin Financial Strategies, Inc.: none listed · Icon Financial Services LLC: Apex Clearing