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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 Fmsa (swap one in):+ Jones & Associates Premier Financial Solutions $227.4M · Jacksonville, OR+ Gilpin Wealth Management LLC $227.2M · Golden, CO+ The Putney Financial Group LLC $205.4M · San Rafael, CA+ Rookwood Wealth Management, LLC $205.4M
Brookfield, WI
Walnut Creek, CA
Assets under management$216.4M$227.4M$227.4M
Asset growth, last 2 years+28%+43%+36%
Advisory staff2034
Individual clients1,264173201
Assets per client$171K$1.3M$1.1M
Clients per advisor635850
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack235
People on Advicer.bio2136

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

ToolFmsaReview Services IncEcho45 Advisors LLC
Custodial Platform
Charles SchwabUses itUses it–
Altruist––Uses it
Betterment Advisor Solutions––Uses it
Website Builders
Squarespace––Uses it
WixUses it––
Client File Sharing
ShareFile–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Fmsa: none listed · Review Services Inc: Schwab · Echo45 Advisors LLC: Schwab