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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):+ Keep It Simple Financial Planning $71.2M · Orange, CA+ Omega Financial Investments & Insurance $71.2M · Kirkland, WA+ Winiecki Wealth Management $64.4M+ Berman, Gil $64.4M · Boulder, CO
Gainesville, GA
Mcdonough, GA
Clinton, IA
Assets under management$67.8M$71.8M$71.2M
Asset growth, last 2 years–––
Advisory staff455
Individual clients29818271
Assets per client$227K$395K$1M
Clients per advisor753614
Main custodian–––
Filing with the SEC since202620242026
Tools in their stack122
People on Advicer.bio375

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

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 AdvisoryVital Capital LLC
Client File Sharing
DropboxUses it––
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Wix–Uses it–