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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 Management Group, LLC (swap one in):+ Rpm Capital Management, LLC $74.3M+ Saber and Shield Wealth Management, L.l.c $74.3M · Garden Ridge, TX+ Csh Investment Management $67.2M · Taylorville, IL+ Vanquour LLC $67M · New York, NY
New York, NY
Grand Island, NY
Ponte Vedra Beach, FL
Assets under management$70.7M$74.3M$74.3M
Asset growth, last 2 years+86%+22%–
Advisory staff133
Individual clients52203133
Assets per client$1.4M$366K$559K
Clients per advisor526844
Main custodianSchwabSchwab–
Filing with the SEC since201320182026
Tools in their stack2–4
People on Advicer.bio143

From each firm's latest Form ADV (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 Management Group, LLCLytle InvestmentsTruewater Wealth
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Tax Planning
ProConnect––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Fiduciary Management Group, LLC: Schwab · Lytle Investments: Schwab · Truewater Wealth: none listed