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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+ Dynamic Financial Group $539.6M · Cedar Falls, IA
Germantown, TN
San Diego, CA
Ramsey, NJ
Assets under management$568.2M$597.2M$539.4M
Asset growth, last 2 years+36%+101%+49%
Advisory staff1043
Individual clients294793252
Assets per client$1.9M$753K$2.1M
Clients per advisor2919884
Main custodianSchwabSchwabFidelity
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack163
People on Advicer.bio962

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

ToolFcg Investment CompanyMeasured Risk PortfoliosNcm Capital Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
Client Data Gathering
PreciseFP––Uses it
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Envestnet–Uses it–
Schedule Apps
Calendly–Uses itUses it
Website Builders
SquarespaceUses it––

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