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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 Strategic Wealth Group (swap one in):+ The Nemes Rush Group, LLC $1.62B · Novi, MI+ Fortis Capital Advisors, LLC $1.62B · Prairie Village, KS+ Activest Wealth Management, LLC $1.46B · Aventura, FL+ Redhawk Wealth Advisors, Inc. $1.46B · Minneapolis, MN
Eden Prairie, MN
London, Greater London
Farmington Hills, MI
Assets under management$1.54B$1.62B$1.62B
Asset growth, last 2 years+85%+75%+24%
Advisory staff231611
Individual clients3,524221,166
Assets per client$436K$73.5M$1.4M
Clients per advisor1531106
Main custodianLPL Financial––
Filing with the SEC since201620212012 or earlier
Tools in their stack––1
People on Advicer.bio23–12

From each firm's latest Form ADV (Jun 2026, Mar 2026, Apr 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.

ToolStrategic Wealth GroupIslandbridge Capital LimitedBloom Advisors
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Strategic Wealth Group: LPL Financial, Schwab · Islandbridge Capital Limited: none listed · Bloom Advisors: none listed