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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 Black Knight Wealth Management, LLC (swap one in):+ Prentice Wealth Management LLC $567.5M · Rochester, NY+ Latitude Advisors, LLC $566.5M+ Venator Management LLC $511.7M · Pittsburgh, PA+ Client 1st Advisory Group $511.5M · Dunedin, FL
San Francisco, CA
Fort Lauderdale, FL
Assets under management$539.2M$567.2M$567.4M
Asset growth, last 2 years+230%+6,648%+75%
Advisory staff1015
Individual clients4441,789224
Assets per client$1.2M$317K$2.5M
Clients per advisor441,78945
Main custodianSchwab–Folio
Filing with the SEC since202220232022
Tools in their stack1–2
People on Advicer.bio1375

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

ToolBlack Knight Wealth Management, LLCFrecFiori Financial Group
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Email & Office Suites
Microsoft 365Uses it––

Custodians on Form ADV: Black Knight Wealth Management, LLC: Schwab · Frec: none listed · Fiori Financial Group: Folio