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 Wealth Partners (swap one in):+ Lincoln Investment $21.99B · Fort Washington, PA+ Ehrenkranz Partners L.p. $21.54B · New York, NY+ Stratos Wealth Partners, LTD $18.65B · Beachwood, OH+ Comprehensive Financial Management LLC $18.52B · Los Gatos, CA
Boston, MA
Waltham, MA
New York, NY
Assets under management$19.8B$23.58B$21.33B
Asset growth, last 2 years+28%+90%+14%
Advisory staff63491129
Individual clients5,95129,18741,800
Assets per client$3.3M$808K$510K
Clients per advisor9459324
Main custodianFidelityLPL FinancialOppenheimer & Co. Inc.
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack3––
People on Advicer.bio723925

From each firm's latest Form ADV (May 2026, Aug 2026, Sep 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 LLCOppenheimer Asset Management
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 · Oppenheimer Asset Management: Oppenheimer & Co. Inc.