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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 Rvw Wealth LLC (swap one in):+ Mosaic Wealth $2.04B · St. Louis, MO+ Atwood & Palmer, Inc. $2.04B · Kansas City, MO+ Select Money Management, Inc. $1.8B · Los Angeles, CA+ Curated Wealth Partners, LLC $1.76B · El Segundo, CA
Los Angeles, CA
San Francisco, CA
Richmond, VA
Assets under management$1.94B$2.05B$1.84B
Asset growth, last 2 years+74%+117%+18%
Advisory staff8154
Individual clients1,029254,020560
Assets per client$1.9M$8K$3.3M
Clients per advisor12916,935140
Main custodianSchwabApex ClearingSchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack3–2
People on Advicer.bio91124

From each firm's latest Form ADV (Aug 2026, Jul 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.

ToolRvw Wealth LLCSofi Wealth LLCKanawha Capital Management, LLC
Custodial Platform
Charles SchwabUses it–Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Rvw Wealth LLC: Schwab · Sofi Wealth LLC: Apex Clearing · Kanawha Capital Management, LLC: Schwab