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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 Fiori Financial Group (swap one in):+ Concorde Asset Management, LLC $598.4M · Ann Arbor, MI+ Treehouse Wealth Advisors $597.1M · Walnut Creek, CA+ Affiliated Private Investors LLC $533.7M · West Palm Beach, FL+ Jacksonville Wealth Management $533.5M · Jacksonville, FL
Fort Lauderdale, FL
San Diego, CA
Grand Rapids, MI
Assets under management$567.4M$597.2M$597.8M
Asset growth, last 2 years+75%+101%−1%
Advisory staff546
Individual clients224793147
Assets per client$2.5M$753K$4.1M
Clients per advisor4519825
Main custodianFolioSchwabFidelity
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack266
People on Advicer.bio567

From each firm's latest Form ADV (Mar 2026, Apr 2026, Sep 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

1 tool 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.

ToolFiori Financial GroupMeasured Risk PortfoliosGrand Wealth Management, LLC
Custodial Platform
Charles SchwabUses itUses itUses it
Interactive Brokers–Uses it–
Wealthscape (Fidelity)––Uses it
Client File Sharing
Egnyte––Uses it
CRM
SS&C Black DiamondUses itUses it–
Digital Marketing
Snappy Kraken–Uses it–
Planning Light
Advyzon––Uses it
Portfolio Management
Envestnet–Uses it–
Schedule Apps
Calendly–Uses itUses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Fiori Financial Group: Folio · Measured Risk Portfolios: Schwab · Grand Wealth Management, LLC: Fidelity