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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 Partners, LLC (swap one in):+ Beacon Wealthcare LLC $308.3M · Raleigh, NC+ Merit Financial Partners LLC $308.2M · Maspeth, NY+ Verity Wealth Advisors, LLC $278.5M · Sausalito, CA+ Wealth Advisors Group, LLC $278.5M · Coralville, IA
Naperville, IL
Westfield, NJ
Valparaiso, IN
Assets under management$293.3M$308.2M$308M
Asset growth, last 2 years+41%+27%+38%
Advisory staff534
Individual clients21345321
Assets per client$1.4M$6.8M$960K
Clients per advisor431580
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack––6
People on Advicer.bio624

From each firm's latest Form ADV (Sep 2026, Mar 2026, Jul 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 Partners, LLCCovington & Associates, Inc.Kotys Wealth Professionals
Advisor Lead Gen
Fee-Only Network––Uses it
WiserAdvisor––Uses it
Client Data Gathering
Jotform––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Fiduciary Financial Partners, LLC: Schwab · Covington & Associates, Inc.: Fidelity, Morgan Stanley · Kotys Wealth Professionals: Schwab