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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):+ Saber and Shield Wealth Management, L.l.c $74.3M · Garden Ridge, TX+ Truewater Wealth $74.3M · Ponte Vedra Beach, FL+ Csh Investment Management $67.2M · Taylorville, IL+ Van Liew Capital Inc $67.2M · Providence, RI
New York, NY
Grand Island, NY
New York, NY
Assets under management$70.7M$74.3M$67M
Asset growth, last 2 years+86%+22%−0%
Advisory staff133
Individual clients5220327
Assets per client$1.4M$366K$2.5M
Clients per advisor52689
Main custodianSchwabSchwabRBC
Filing with the SEC since201320182021
Tools in their stack2––
People on Advicer.bio145

From each firm's latest Form ADV (Mar 2026, Jun 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 InvestmentsVanquour LLC
Custodial Platform
Charles SchwabUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Fiduciary Management Group, LLC: Schwab · Lytle Investments: Schwab · Vanquour LLC: RBC