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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):+ Haven Financial Advisors $108M · Austin, TX+ 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
New York, NY
Assets under management$102.8M$108.8M$108.1M
Asset growth, last 2 years+157%−30%−80%
Advisory staff115
Individual clients28620100
Assets per client$3.7M$176K$1.1M
Clients per advisor2862020
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20182018
Tools in their stack–1–
People on Advicer.bio–16

From each firm's latest Form ADV (Mar 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.

ToolFiduciary Consulting Group, Inc.Toams FinancialLaidlaw Wealth Management LLC
Client Data Gathering
PreciseFP–Uses it–

Custodians on Form ADV: Fiduciary Consulting Group, Inc.: none listed · Toams Financial: Schwab · Laidlaw Wealth Management LLC: Schwab