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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 Financial Group, LLC (swap one in):+ Centura Wealth Advisory $1.2B · San Diego, CA+ Thepartners Wealth Management $1.18B · Carmel By The Sea, CA+ Schnieders Capital Management, LLC. $1.06B · Pasadena, CA+ Morling Financial Advisors, LLC $1.05B · Fremont, CA
San Rafael, CA
San Francisco, CA
San Francisco, CA
Assets under management$1.12B$1.19B$1.06B
Asset growth, last 2 years+106%–+51%
Advisory staff9513
Individual clients412412800
Assets per client$2.7M$2.9M$1.3M
Clients per advisor468262
Main custodianSchwabWells FargoSchwab
Filing with the SEC since202120242017
Tools in their stack526
People on Advicer.bio9414

From each firm's latest Form ADV (Aug 2026, Sep 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 Financial Group, LLCMoment Partners, LLCBrio Financial Group
Custodial Platform
Charles SchwabUses it–Uses it
Altruist––Uses it
Digital Marketing
Snappy Kraken––Uses it
WealthReachUses it––
Advisor Lead Gen
WealthtenderUses it––
CRM
SS&C Black DiamondUses it––
Financial Planning
eMoneyUses it–Uses it
Performance Reporting
Addepar–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
GReminders––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Fiduciary Financial Group, LLC: Schwab · Moment Partners, LLC: Wells Fargo · Brio Financial Group: Schwab