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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):+ Echo45 Advisors LLC $227.4M · Walnut Creek, CA+ Gilpin Wealth Management LLC $227.2M · Golden, CO+ Rookwood Wealth Management, LLC $205.4M+ Osbon Capital Management, LLC $205.3M · Boston, MA
Brookfield, WI
San Rafael, CA
Assets under management$216.4M$227.4M$205.4M
Asset growth, last 2 years+28%+43%+16%
Advisory staff2034
Individual clients1,264173212
Assets per client$171K$1.3M$969K
Clients per advisor635853
Main custodian–SchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack23–
People on Advicer.bio2136

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

ToolFmsaReview Services IncThe Putney Financial Group LLC
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Charles SchwabUses itUses it–
Digital Marketing
Snappy Kraken–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Fmsa: none listed · Review Services Inc: Schwab · The Putney Financial Group LLC: Pershing