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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 Wellington Investment Advisors (swap one in):+ Russell Capital Management, LLC $275M · Lexington, KY+ Roserock Wealth Management, LLC $275M · Dallas, TX+ Tribeca Financial, LLC $248.3M · Mesa, AZ+ Strive Financial Group, LLC $246.7M · Carmel, IN
Bloomington, IN
Delafield, WI
Granbury, TX
Assets under management$261.4M$274.7M$274.5M
Asset growth, last 2 years+40%+32%+20%
Advisory staff922
Individual clients386199332
Assets per client$677K$1.4M$827K
Clients per advisor43100166
Main custodianSchwabWells FargoRaymond James
Filing with the SEC since202120212023
Tools in their stack122
People on Advicer.bio932

From each firm's latest Form ADV (Mar 2026, Sep 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

1 tool 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.

ToolWellington Investment AdvisorsCushing Capital Partners, LLCBerry Wealth Group
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
CalendlyUses itUses itUses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Wellington Investment Advisors: Schwab · Cushing Capital Partners, LLC: Wells Fargo · Berry Wealth Group: Raymond James