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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+ Morangie Management LLC $706M · Vero Beach, FL+ Core Wealth Advisors, Inc. $702.1M · Lakeland, FL
Boca Raton, FL
Jacksonville Beach, FL
Safety Harbor, FL
Assets under management$747.7M$793.9M$709.6M
Asset growth, last 2 years+23%+94%+21%
Advisory staff269
Individual clients461611,481
Assets per client$16.3M$4.9M$479K
Clients per advisor2327165
Main custodianSchwabFidelitySchwab
Filing with the SEC since202320212012 or earlier
Tools in their stack231
People on Advicer.bio268

From each firm's latest Form ADV (Mar 2026, Aug 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 Family Office, LLCFortress Wealth PlanningRogan & Associates
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoneyUses itUses it–
Schedule Apps
OnceHub–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Fiduciary Family Office, LLC: Schwab · Fortress Wealth Planning: Fidelity · Rogan & Associates: Schwab, Lincoln Financial Securities Corporation