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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 Fcg Investment Company (swap one in):+ Grand Wealth Management, LLC $597.8M · Grand Rapids, MI+ Treehouse Wealth Advisors $597.1M · Walnut Creek, CA+ Wbi Investments, LLC $539.6M · Red Bank, NJ+ Ncm Capital Management, LLC $539.4M · Ramsey, NJ
Germantown, TN
San Diego, CA
Cedar Falls, IA
Assets under management$568.2M$597.2M$539.6M
Asset growth, last 2 years+36%+101%+30%
Advisory staff1043
Individual clients294793862
Assets per client$1.9M$753K$626K
Clients per advisor29198287
Main custodianSchwabSchwabFidelity
Filing with the SEC since20202012 or earlier2017
Tools in their stack162
People on Advicer.bio963

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

ToolFcg Investment CompanyMeasured Risk PortfoliosDynamic Financial Group
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
Portfolio Management
Envestnet–Uses it–
Orion––Uses it
Website Builders
SquarespaceUses it––
Wix––Uses it
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Fcg Investment Company: Schwab, Mg Trust Company, John Hancock, American Trust Custody · Measured Risk Portfolios: Schwab · Dynamic Financial Group: Fidelity