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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 Brio Financial Group (swap one in):+ Vantage Wealth Management, LLC $1.12B · San Mateo, CA+ Knightsbridge Wealth Management $1.12B · Newport Beach, CA+ Cohen Capital Management Inc $1B · Corte Madera, CA+ Syntheticfi LLC $992.9M · San Francisco, CA
San Francisco, CA
San Rafael, CA
Long Beach, CA
Assets under management$1.06B$1.12B$1.12B
Asset growth, last 2 years+51%+106%+40%
Advisory staff13923
Individual clients8004121,434
Assets per client$1.3M$2.7M$784K
Clients per advisor624662
Main custodianSchwabSchwabFidelity
Filing with the SEC since201720212016
Tools in their stack65–
People on Advicer.bio14923

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

ToolBrio Financial GroupFiduciary Financial Group, LLCClg LLC
Custodial Platform
Charles SchwabUses itUses it–
AltruistUses it––
Digital Marketing
Snappy KrakenUses it––
WealthReach–Uses it–
Advisor Lead Gen
Wealthtender–Uses it–
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoneyUses itUses it–
Portfolio Management
OrionUses it––
Schedule Apps
GRemindersUses it––

Custodians on Form ADV: Brio Financial Group: Schwab · Fiduciary Financial Group, LLC: Schwab · Clg LLC: Fidelity