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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 Fiduciary Capital, Inc. (swap one in):+ Omega Financial Investments & Insurance $71.2M · Kirkland, WA+ Vital Capital LLC $71.2M · Clinton, IA+ Winiecki Wealth Management $64.4M+ Berman, Gil $64.4M · Boulder, CO
Gainesville, GA
Mcdonough, GA
Croton-On-Hudson, NY
Assets under management$67.8M$71.8M$64.3M
Asset growth, last 2 years––+71%
Advisory staff451
Individual clients298182117
Assets per client$227K$395K$550K
Clients per advisor7536117
Main custodian––Schwab
Filing with the SEC since202620242017
Tools in their stack12–
People on Advicer.bio371

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

ToolFiduciary Capital, Inc.Global Investment AdvisoryHudson View Advisors, LLC
Client File Sharing
DropboxUses it––
Planning Light
Advyzon–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Fiduciary Capital, Inc.: none listed · Global Investment Advisory: none listed · Hudson View Advisors, LLC: Schwab