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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+ Fiori Financial Group $567.4M · Fort Lauderdale, FL+ Venator Management LLC $511.7M · Pittsburgh, PA+ Client 1st Advisory Group $511.5M · Dunedin, FL
San Francisco, CA
Assets under management$539.2M$567.2M$566.5M
Asset growth, last 2 years+230%+6,648%+66%
Advisory staff10165
Individual clients4441,7891,525
Assets per client$1.2M$317K$371K
Clients per advisor441,78923
Main custodianSchwab–Fidelity
Filing with the SEC since202220232012 or earlier
Tools in their stack1––
People on Advicer.bio13766

From each firm's latest Form ADV (Aug 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

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, LLCFrecLatitude Advisors, LLC
Email & Office Suites
Microsoft 365Uses it––

Custodians on Form ADV: Black Knight Wealth Management, LLC: Schwab · Frec: none listed · Latitude Advisors, LLC: Fidelity