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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):+ Clg LLC $1.12B · Long Beach, CA+ Vantage Wealth Management, LLC $1.12B · San Mateo, CA+ Cohen Capital Management Inc $1B · Corte Madera, CA+ Syntheticfi LLC $992.9M · San Francisco, CA
San Francisco, CA
San Rafael, CA
Newport Beach, CA
Assets under management$1.06B$1.12B$1.12B
Asset growth, last 2 years+51%+106%+74%
Advisory staff13910
Individual clients800412517
Assets per client$1.3M$2.7M$2.2M
Clients per advisor624652
Main custodianSchwabSchwabFidelity
Filing with the SEC since201720212012 or earlier
Tools in their stack651
People on Advicer.bio1499

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

Custodians on Form ADV: Brio Financial Group: Schwab · Fiduciary Financial Group, LLC: Schwab · Knightsbridge Wealth Management: Fidelity, Schwab