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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 Runde & Co. LLC (swap one in):+ Cornerstone Financial Group $220.2M · Appleton, WI+ Reicon Wealth Advisors, LLC $220.1M · Atlanta, GA+ The Bedminster Group $199M · Bluffton, SC+ Mjt & Associates Financial Advisory Group, Inc. $198.9M · Montevideo, MN
Seattle, WA
Camas, WA
Westerville, OH
Assets under management$209.5M$221M$220M
Asset growth, last 2 years+14%+37%+39%
Advisory staff223
Individual clients44257390
Assets per client$4.8M$860K$564K
Clients per advisor22129130
Main custodianSchwabSEISchwab
Filing with the SEC since2012 or earlier20222021
Tools in their stack–––
People on Advicer.bio233

From each firm's latest Form ADV (Mar 2026, Apr 2026, Feb 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Runde & Co. LLC: Schwab, BNY · Para Wealth Advisors, Inc.: SEI · Jericho Financial: Schwab