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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 Fbd Asset Mgmt (swap one in):+ Ventura Advisors $80.6M · Woodland Hills, CA+ Origin Wealth Advisers $80.6M+ Heritage House Asset Management $72.9M · Boston, MA+ Wyatt Wealth Management $72.9M · Arlington, WA
Bloomington, MN
Amherst, NY
Assets under management$76.8M$80.6M$80.6M
Asset growth, last 2 years+86%–+6%
Advisory staff112
Individual clients1327077
Assets per client$582K$1.2M$1M
Clients per advisor1327039
Main custodianSchwabAltruistPershing
Filing with the SEC since202020232018
Tools in their stack–22
People on Advicer.bio112

From each firm's latest Form ADV (Mar 2026, Feb 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.

ToolFbd Asset MgmtLockwood Wealth Strategies, LLCMollot & Hardy, Inc.
Custodial Platform
Altruist–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Envestnet––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Fbd Asset Mgmt: Schwab · Lockwood Wealth Strategies, LLC: Altruist · Mollot & Hardy, Inc.: Pershing