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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 Wealth Partners (swap one in):+ Ehrenkranz Partners L.p. $21.54B · New York, NY+ Oppenheimer Asset Management $21.33B · New York, NY+ Stratos Wealth Partners, LTD $18.65B · Beachwood, OH+ Comprehensive Financial Management LLC $18.52B · Los Gatos, CA
Boston, MA
Waltham, MA
Fort Washington, PA
Assets under management$19.8B$23.58B$21.99B
Asset growth, last 2 years+28%+90%+28%
Advisory staff63491874
Individual clients5,95129,187138,132
Assets per client$3.3M$808K$159K
Clients per advisor9459158
Main custodianFidelityLPL FinancialLincoln Investment Planning, LLC
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack3––
People on Advicer.bio72392907

From each firm's latest Form ADV (May 2026, Aug 2026, Oct 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 Wealth PartnersIntegrated Wealth Concepts LLCLincoln Investment
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Rwa Wealth Partners: Fidelity, Schwab · Integrated Wealth Concepts LLC: LPL Financial, Schwab, Fidelity · Lincoln Investment: Lincoln Investment Planning, LLC