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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 Family Office, LLC (swap one in):+ Cadent Capital Advisors, LLC $785.8M · Tulsa, OK+ Insight Advisors, LLC $785.6M · Newtown, PA+ Rogan & Associates $709.6M · Safety Harbor, FL+ Morangie Management LLC $706M · Vero Beach, FL
Boca Raton, FL
Jacksonville Beach, FL
Boise, ID
Assets under management$747.7M$793.9M$785.6M
Asset growth, last 2 years+23%+94%+73%
Advisory staff268
Individual clients46161523
Assets per client$16.3M$4.9M$1.5M
Clients per advisor232765
Main custodianSchwabFidelitySEI
Filing with the SEC since202320212016
Tools in their stack232
People on Advicer.bio267

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

1 tool 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 Family Office, LLCFortress Wealth PlanningHelmstar Wealth Management
Custodial Platform
SEI––Uses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoneyUses itUses itUses it
Schedule Apps
OnceHub–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Fiduciary Family Office, LLC: Schwab · Fortress Wealth Planning: Fidelity · Helmstar Wealth Management: SEI