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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+ Financial Strategies Group $189.1M · Fargo, ND+ Sfg Wealth Advisors, LLC $187.7M · Tampa, FL
Boca Raton, FL
Jacksonville, FL
Bala Cynwyd, PA
Assets under management$199.1M$209.7M$189.2M
Asset growth, last 2 years+69%––
Advisory staff174
Individual clients213710252
Assets per client$935K$295K$751K
Clients per advisor21310163
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220242024
Tools in their stack112
People on Advicer.bio275

From each firm's latest Form ADV (Mar 2026, Feb 2026, May 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.Odyssey Capital Advisors Inc.
Client File Sharing
ShareFile––Uses it
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––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 · Odyssey Capital Advisors Inc.: Schwab