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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+ Blackhawk Capital Partners, LLC $452M · Thiensville, WI+ Revere Asset $407.9M · Allen, TX+ Fifth Force Management $406.9M · Dallas, TX
Fort Worth, TX
Houston, TX
Newport Beach, CA
Assets under management$430.4M$455.8M$452.1M
Asset growth, last 2 years+73%+31%+46%
Advisory staff532
Individual clients42971421
Assets per client$1M$6.4M$1.1M
Clients per advisor8624211
Main custodianPershing–Schwab
Filing with the SEC since20192012 or earlier2017
Tools in their stack4–2
People on Advicer.bio834

From each firm's latest Form ADV (Aug 2026, Apr 2026, Mar 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 IncRba Wealth Management, LLC
Custodial Platform
Charles SchwabUses it–Uses it
NetX360 (Pershing)Uses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Swmg, LLC: Pershing, Schwab · Cypress Asset Management Inc: none listed · Rba Wealth Management, LLC: Schwab