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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 Thames Asset Management, Inc (swap one in):+ Powers Capital Management $43.9M · Conshohocken, PA+ Rex Leigh Jones $43.9M+ Strategic Financial Alliance, LLC $39.7M+ Deeringer Wealth Management, LLC $39.7M · Sacramento, CA
Hackensack, NJ
Somers Point, NJ
Haddonfield, NJ
Assets under management$41.8M$44.3M$44.2M
Asset growth, last 2 years–––
Advisory staff131
Individual clients6513347
Assets per client$643K$333K$941K
Clients per advisor654447
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–34
People on Advicer.bio131

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

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.

ToolThames Asset Management, IncRockcrest Financial LLCWrought Financial Planning
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
Advisory Fee Billing
AdvicePay–Uses it–
Client Texting
CurrentClient–Uses it–
Schedule Apps
Calendly––Uses it