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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):+ Reicon Wealth Advisors, LLC $220.1M · Atlanta, GA+ Jericho Financial $220M · Westerville, OH+ Mjt & Associates Financial Advisory Group, Inc. $198.9M · Montevideo, MN+ Erickson Financial Group, LLC $198.9M · Allentown, PA
Seattle, WA
Camas, WA
Bluffton, SC
Assets under management$209.5M$221M$199M
Asset growth, last 2 years+14%+37%+26%
Advisory staff222
Individual clients44257189
Assets per client$4.8M$860K$1.1M
Clients per advisor2212995
Main custodianSchwabSEISchwab
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack–––
People on Advicer.bio232

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 · The Bedminster Group: Schwab