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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+ Grand Wealth Management, LLC $597.8M · Grand Rapids, MI+ Wbi Investments, LLC $539.6M · Red Bank, NJ+ Dynamic Financial Group $539.6M · Cedar Falls, IA
Germantown, TN
San Diego, CA
Walnut Creek, CA
Assets under management$568.2M$597.2M$597.1M
Asset growth, last 2 years+36%+101%+223%
Advisory staff1045
Individual clients294793267
Assets per client$1.9M$753K$2.2M
Clients per advisor2919853
Main custodianSchwabSchwabSchwab
Filing with the SEC since20202012 or earlier2018
Tools in their stack162
People on Advicer.bio965

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 PortfoliosTreehouse Wealth Advisors
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
Portfolio Management
Envestnet–Uses it–
Orion––Uses it
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy Kraken–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 · Treehouse Wealth Advisors: Schwab