Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Fiat Wealth Management (swap one in):+ Marion Wealth Management $543.4M · Monroeville, PA+ Palumbo Wealth Management LLC $543.4M · Great Neck, NY+ Paces Ferry Wealth Advisors, LLC $491.2M · Atlanta, GA+ Maryland Capital Advisors, Inc. $490.8M · Chester, MD
Wayzata, MN
Edina, MN
Woodbury, MN
Assets under management$517.4M$548.7M$546M
Asset growth, last 2 years+103%+76%+32%
Advisory staff1384
Individual clients647246493
Assets per client$800K$2.2M$1.1M
Clients per advisor5031123
Main custodianSchwabFidelitySchwab
Filing with the SEC since202220172020
Tools in their stack541
People on Advicer.bio1685

From each firm's latest Form ADV (Jul 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.

ToolFiat Wealth ManagementStiles Financial Services, Inc.Legacy Wealth
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)–Uses it–
CRM
SS&C Black Diamond–Uses itUses it
Digital Marketing
AdvisorStream–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Fiat Wealth Management: Schwab · Stiles Financial Services, Inc.: Fidelity · Legacy Wealth: Schwab