Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Rwa Advisors (swap one in):+ Shellman Investment Management, LLC $209.6M · Coral Gables, FL+ Filigree Wealth Advisors, LLC $209.1M · Irvine, CA+ Odyssey Capital Advisors Inc. $189.2M · Bala Cynwyd, PA+ Financial Strategies Group $189.1M · Fargo, ND
Boca Raton, FL
Jacksonville, FL
Coral Gables, FL
Assets under management$199.1M$209.7M$210.1M
Asset growth, last 2 years+69%–+56%
Advisory staff171
Individual clients213710240
Assets per client$935K$295K$876K
Clients per advisor213101240
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202220242022
Tools in their stack113
People on Advicer.bio272

From each firm's latest Form ADV (Mar 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

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.

ToolRwa AdvisorsImg Wealth Management, Inc.Atlantic Family Wealth, LLC
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)––Uses it
Client File Sharing
Dropbox––Uses it
CRM
HubSpot–Uses it–
Schedule Apps
OnceHubUses it––

Custodians on Form ADV: Rwa Advisors: Schwab, Cuna Brokerage Services, Inc. · Img Wealth Management, Inc.: Schwab, The Lincoln National Life Insurance Company · Atlantic Family Wealth, LLC: LPL Financial