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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 Wealth (swap one in):+ Wmc Capital Management, LLC $16.2M · Concord, NC+ Living Earth Investments, LLC $16.2M+ Wealth Renovators, LLC $14.7M · Overland Park, KS+ Nottinghill Capital Management Inc. $14.6M
Bloomington, MN
Milaca, MN
Allentown, PA
Assets under management$15.4M$16.2M$14.7M
Asset growth, last 2 years–––
Advisory staff112
Individual clients598560
Assets per client$261K$191K$244K
Clients per advisor598530
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–5–
People on Advicer.bio112

From each firm's latest Form ADV (Oct 2026, Mar 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 WealthCalibration FinancialRoche Asset Management, LLC
Advisor Lead Gen
Indyfin–Uses it–
Custodial Platform
Altruist–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–