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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+ Concentrum Wealth Management $986.8M · San Jose, CA
San Francisco, CA
San Rafael, CA
San Francisco, CA
Assets under management$1.06B$1.12B$992.9M
Asset growth, last 2 years+51%+106%–
Advisory staff1397
Individual clients800412624
Assets per client$1.3M$2.7M$1.6M
Clients per advisor624689
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720212024
Tools in their stack652
People on Advicer.bio1499

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

ToolBrio Financial GroupFiduciary Financial Group, LLCSyntheticfi LLC
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––
Website Builders
Webflow––Uses it

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