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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 T. Rose & Associates, Inc. (swap one in):+ Greg Hodges Financial Advisory $15.5M+ Fenwick Investments, LLC $15.4M · White River Junction, VT+ Rfm Investment Advisor $14M · Boca Raton, FL+ Luminary Wealth Advisors $14M
Ogden, UT
Assets under management$14.7M$15.4M$14M
Asset growth, last 2 years−55%––
Advisory staff211
Individual clients379194
Assets per client$397K$170K$148K
Clients per advisor199194
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack1––
People on Advicer.bio2–2

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

ToolT. Rose & Associates, Inc.Legacy Retirement AdvisorsLee Miles LLC
Website Builders
WixUses it––