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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+ 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$209.6M
Asset growth, last 2 years+69%–+50%
Advisory staff173
Individual clients213710133
Assets per client$935K$295K$1.6M
Clients per advisor21310144
Main custodianSchwabSchwabMorgan Stanley
Filing with the SEC since202220242022
Tools in their stack111
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.Shellman Investment Management, LLC
CRM
HubSpot–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 · Shellman Investment Management, LLC: Morgan Stanley, Schwab