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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
San Jose, CA
Assets under management$1.06B$1.12B$986.8M
Asset growth, last 2 years+51%+106%+139%
Advisory staff1395
Individual clients800412381
Assets per client$1.3M$2.7M$2.6M
Clients per advisor624676
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720212013
Tools in their stack653
People on Advicer.bio1495

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

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.

ToolBrio Financial GroupFiduciary Financial Group, LLCConcentrum Wealth Management
Custodial Platform
Charles SchwabUses itUses itUses it
AltruistUses it––
Wealthscape (Fidelity)––Uses it
Digital Marketing
Snappy KrakenUses it––
WealthReach–Uses it–
Advisor Lead Gen
Wealthtender–Uses it–
CRM
SS&C Black Diamond–Uses itUses 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 · Concentrum Wealth Management: Schwab