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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 Rwm Asset Management, LLC (swap one in):+ Nest Egg Financial Advisors $37.2M+ Next Phase Advisors $37.2M · Cullman, AL+ Hawtree Advisory Group, LLC $33.6M · Tucson, AZ+ Brookhouse Advisors $33.6M · Meadville, PA
New Bloomfield, PA
Oakbrook Terrace, IL
W. Conshohocken, PA
Assets under management$35.4M$37.2M$33.6M
Asset growth, last 2 years––−95%
Advisory staff4310
Individual clients2131184
Assets per client$166K$315K$8.4M
Clients per advisor53390
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack–2–
People on Advicer.bio431

From each firm's latest Form ADV (Mar 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.

ToolRwm Asset Management, LLCSc Wealth AdvisorsGkfo, LLC
Risk Tolerance
Tolerisk–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Rwm Asset Management, LLC: none listed · Sc Wealth Advisors: none listed · Gkfo, LLC: Schwab, Pershing