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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 Flc Capital Advisors (swap one in):+ Intelligence Driven Advisers, LLC $881.9M · Carlsbad, CA+ Leisure Capital Management, Inc. $874M · Costa Mesa, CA+ Creative Capital Management Investments LLC $780.4M · San Diego, CA+ Blue Zone Wealth Advisors, LLC $770M · Los Angeles, CA
Palm Desert, CA
Fresno, CA
Sherman Oaks, CA
Assets under management$822.2M$868.9M$867.9M
Asset growth, last 2 years+26%+64%+76%
Advisory staff5515
Individual clients320723320
Assets per client$2.6M$1.2M$2.7M
Clients per advisor6414521
Main custodianSchwabPershingSchwab
Filing with the SEC since201320182016
Tools in their stack–32
People on Advicer.bio3517

From each firm's latest Form ADV (Apr 2026, Oct 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.

ToolFlc Capital AdvisorsBridgewealth Advisory Group, LLCHighline Wealth Partners
Website Builders
Webflow––Uses it
Wix–Uses it–
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
NetX360 (Pershing)–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Flc Capital Advisors: Schwab · Bridgewealth Advisory Group, LLC: Pershing · Highline Wealth Partners: Schwab