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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 Fiducia Wealth Management (swap one in):+ Blend Wealth $55.7M · Indianapolis, IN+ Miser Asset Management $55.7M · Knoxville, TN+ 21st Century Equity Advisors Corporation $50.2M · Worthington, OH+ True North Financial Advisors, LLC $50.1M · Hilliard, OH
Upper Arlington, OH
Powell, OH
Austin, TX
Assets under management$53M$56M$55.7M
Asset growth, last 2 years–––
Advisory staff131
Individual clients607449
Assets per client$883K$757K$1.1M
Clients per advisor602549
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack2––
People on Advicer.bio131

From each firm's latest Form ADV (Oct 2026, Aug 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.

ToolFiducia Wealth ManagementSchuler Wealth Planning LLCMueller Wealth Advisors
Financial Planning
eMoneyUses it––
Website Builders
WixUses it––