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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 Swmg, LLC (swap one in):+ Sarver Vrooman Wealth Advisors LLC $452.2M · Kansas City, MO+ Rba Wealth Management, LLC $452.1M · Newport Beach, CA+ Revere Asset $407.9M · Allen, TX+ Fifth Force Management $406.9M · Dallas, TX
Fort Worth, TX
Houston, TX
Thiensville, WI
Assets under management$430.4M$455.8M$452M
Asset growth, last 2 years+73%+31%+85%
Advisory staff536
Individual clients42971307
Assets per client$1M$6.4M$1.5M
Clients per advisor862451
Main custodianPershing–Schwab
Filing with the SEC since20192012 or earlier2015
Tools in their stack4–1
People on Advicer.bio8310

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

ToolSwmg, LLCCypress Asset Management IncBlackhawk Capital Partners, LLC
Custodial Platform
Charles SchwabUses it–Uses it
NetX360 (Pershing)Uses it––
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Swmg, LLC: Pershing, Schwab · Cypress Asset Management Inc: none listed · Blackhawk Capital Partners, LLC: Schwab