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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):+ De Groote Financial Group, LLC $1.22B · Thousand Oaks, CA+ Centura Wealth Advisory $1.2B · San Diego, CA+ Schnieders Capital Management, LLC. $1.06B · Pasadena, CA+ Brio Financial Group $1.06B · San Francisco, CA
San Rafael, CA
San Francisco, CA
Carmel By The Sea, CA
Assets under management$1.12B$1.19B$1.18B
Asset growth, last 2 years+106%–+586%
Advisory staff9536
Individual clients4124125,925
Assets per client$2.7M$2.9M$200K
Clients per advisor4682165
Main custodianSchwabWells FargoFidelity
Filing with the SEC since202120242021
Tools in their stack521
People on Advicer.bio9437

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, LLCThepartners Wealth Management
Website Builders
Squarespace–Uses it–
Wix––Uses it
Advisor Lead Gen
WealthtenderUses it––
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
WealthReachUses it––
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Fiduciary Financial Group, LLC: Schwab · Moment Partners, LLC: Wells Fargo · Thepartners Wealth Management: Fidelity, Schwab