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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 Savant Investment Advisers, Inc. (swap one in):+ Rmr Capital Management LLC $170.8M · Tustin, CA+ Proactive Capital Management, Inc. $170.7M · Topeka, KS+ Quish $154.2M · Boulder, CO+ Newbury Capital Management, LLC $154.1M · South Pasadena, CA
Homewood, IL
Novato, CA
St. Louis, MO
Assets under management$162.5M$170.8M$170.8M
Asset growth, last 2 years+24%+28%–
Advisory staff363
Individual clients27783102
Assets per client$587K$2.1M$1.7M
Clients per advisor921434
Main custodianPershingPacific Premier Trust CompanySchwab
Filing with the SEC since202220212024
Tools in their stack––3
People on Advicer.bio363

From each firm's latest Form ADV (Feb 2026, Aug 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.

ToolSavant Investment Advisers, Inc.Mcm WealthToberman Becker Wealth, LLC
Advisor Lead Gen
Fee-Only Network––Uses it
SmartAsset––Uses it
Client Data Gathering
Jotform––Uses it

Custodians on Form ADV: Savant Investment Advisers, Inc.: Pershing · Mcm Wealth: Pacific Premier Trust Company, Interactive Brokers, Axos Clearing · Toberman Becker Wealth, LLC: Schwab