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 Fmsa (swap one in):+ Jones & Associates Premier Financial Solutions $227.4M · Jacksonville, OR+ Echo45 Advisors LLC $227.4M · Walnut Creek, CA+ The Putney Financial Group LLC $205.4M · San Rafael, CA+ Rookwood Wealth Management, LLC $205.4M
Brookfield, WI
Golden, CO
Assets under management$216.4M$227.4M$227.2M
Asset growth, last 2 years+28%+43%+33%
Advisory staff2034
Individual clients1,264173169
Assets per client$171K$1.3M$1.3M
Clients per advisor635842
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack232
People on Advicer.bio2134

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

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.

ToolFmsaReview Services IncGilpin Wealth Management LLC
Client File Sharing
ShareFile–Uses it–
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses itUses itUses it
Digital Marketing
Snappy Kraken–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Fmsa: none listed · Review Services Inc: Schwab · Gilpin Wealth Management LLC: Schwab, Interactive Brokers