Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Fingage Advisors LLC (swap one in):+ Encompass Financial Services $2.2M · San Diego, CA+ Falcon Royal Investment Management $2.2M+ Convert Financial Services LLC $2M+ King Retirement Solutions, LLC $2M
San Ramon, CA
Assets under management$2.1M$2.2M$2.2M
Asset growth, last 2 years+19%––
Advisory staff111
Individual clients5111
Assets per client$423K$2.2M$202K
Clients per advisor5111
Main custodianBroadridge Matrix––
Filing with the SEC since201620242026
Tools in their stack2–1
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Apr 2024, Aug 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.

ToolFingage Advisors LLCRational Frontier Advisors, LLCInversewealth LLC
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Fingage Advisors LLC: Broadridge Matrix · Rational Frontier Advisors, LLC: none listed · Inversewealth LLC: none listed