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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):+ Cogentblue $606M · Knoxville, TN+ Treehouse Wealth Advisors $597.1M · Walnut Creek, CA+ Wbi Investments, LLC $539.6M · Red Bank, NJ+ Dynamic Financial Group $539.6M · Cedar Falls, IA
Germantown, TN
San Diego, CA
Grand Rapids, MI
Assets under management$568.2M$597.2M$597.8M
Asset growth, last 2 years+36%+101%−1%
Advisory staff1046
Individual clients294793147
Assets per client$1.9M$753K$4.1M
Clients per advisor2919825
Main custodianSchwabSchwabFidelity
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack166
People on Advicer.bio967

From each firm's latest Form ADV (Sep 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.

ToolFcg Investment CompanyMeasured Risk PortfoliosGrand Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Interactive Brokers–Uses it–
Wealthscape (Fidelity)––Uses it
Website Builders
SquarespaceUses it––
Webflow––Uses it
Client File Sharing
Egnyte––Uses it
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Planning Light
Advyzon––Uses it
Portfolio Management
Envestnet–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Fcg Investment Company: Schwab, Mg Trust Company, John Hancock, American Trust Custody · Measured Risk Portfolios: Schwab · Grand Wealth Management, LLC: Fidelity