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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):+ Insight Advisors, LLC $785.6M · Newtown, PA+ Helmstar Wealth Management $785.6M · Boise, ID+ Rogan & Associates $709.6M · Safety Harbor, FL+ Core Wealth Advisors, Inc. $702.1M · Lakeland, FL
Boca Raton, FL
Jacksonville Beach, FL
Vero Beach, FL
Assets under management$747.7M$793.9M$706M
Asset growth, last 2 years+23%+94%–
Advisory staff264
Individual clients4616196
Assets per client$16.3M$4.9M$7.4M
Clients per advisor232724
Main custodianSchwabFidelity–
Filing with the SEC since202320212024
Tools in their stack232
People on Advicer.bio26–

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

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 Family Office, LLCFortress Wealth PlanningMorangie Management LLC
Website Builders
SquarespaceUses it––
Wix––Uses it
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoneyUses itUses it–
Performance Reporting
Addepar––Uses it
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Fiduciary Family Office, LLC: Schwab · Fortress Wealth Planning: Fidelity · Morangie Management LLC: none listed