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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 Fbb Capital Partners (swap one in):+ Cincinnati Asset Management Inc $2.53B · Cincinnati, OH+ The Fiduciary Alliance $2.53B · Greenville, SC+ Focused Wealth Management, Inc. $2.27B · Newburgh, NY+ Cornerstone Advisory $2.25B · Hunt Valley, MD
Bethesda, MD
Akron, OH
El Segundo, CA
Assets under management$2.39B$2.53B$2.54B
Asset growth, last 2 years+28%+47%+55%
Advisory staff1578
Individual clients1,0043,070176
Assets per client$2.4M$824K$14.4M
Clients per advisor6743922
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212022
Tools in their stack4––
People on Advicer.bio1196

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

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.

ToolFbb Capital PartnersRevisor Wealth Management LLCValidus Capital LLC
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
CRM
Envestnet TamaracUses it––
Risk Tolerance
Pocket RiskUses it––

Custodians on Form ADV: Fbb Capital Partners: Schwab · Revisor Wealth Management LLC: Schwab, Fidelity, Interactive Brokers · Validus Capital LLC: Schwab