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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 Rwa Advisors (swap one in):+ Atlantic Family Wealth, LLC $210.1M · Coral Gables, FL+ Shellman Investment Management, LLC $209.6M · Coral Gables, FL+ Odyssey Capital Advisors Inc. $189.2M · Bala Cynwyd, PA+ Financial Strategies Group $189.1M · Fargo, ND
Boca Raton, FL
Jacksonville, FL
Irvine, CA
Assets under management$199.1M$209.7M$209.1M
Asset growth, last 2 years+69%–+17%
Advisory staff173
Individual clients21371045
Assets per client$935K$295K$4.6M
Clients per advisor21310115
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220242022
Tools in their stack114
People on Advicer.bio273

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.Filigree Wealth Advisors, LLC
CRM
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
OnceHubUses it––
Website Builders
Squarespace––Uses it

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