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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 Consulting Group, Inc. (swap one in):+ Laidlaw Wealth Management LLC $108.1M · New York, NY+ Money Plans $108M · Silver Spring, MD+ Blue Waters Advisory Group, LLC $97.7M · Austin, TX+ Conscientia Family Office, LLC $97.3M · Miami, FL
Venice, FL
Jacksonville, FL
Austin, TX
Assets under management$102.8M$108.8M$108M
Asset growth, last 2 years+157%−30%–
Advisory staff111
Individual clients2862048
Assets per client$3.7M$176K$2.3M
Clients per advisor2862048
Main custodian–Schwab–
Filing with the SEC since2012 or earlier20182026
Tools in their stack–11
People on Advicer.bio–11

From each firm's latest Form ADV (Mar 2026, May 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 Consulting Group, Inc.Toams FinancialHaven Financial Advisors
Client Data Gathering
PreciseFP–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Fiduciary Consulting Group, Inc.: none listed · Toams Financial: Schwab · Haven Financial Advisors: none listed