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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 Fortress Wealth Planning (swap one in):+ Peddock Capital Advisors, LLC $836.2M · Braintree, MA+ Financial Sense Advisors, Inc. $835.6M · San Diego, CA+ Qtr Family Wealth, LLC $749.3M · Lake Mary, FL+ Dudley & Shanley, Inc. $746.8M · Palm Beach, FL
Jacksonville Beach, FL
Worcester, MA
Boca Raton, FL
Assets under management$793.9M$835.9M$747.7M
Asset growth, last 2 years+94%+51%+23%
Advisory staff672
Individual clients16161946
Assets per client$4.9M$1.4M$16.3M
Clients per advisor278823
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120222023
Tools in their stack3–2
People on Advicer.bio672

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

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.

ToolFortress Wealth PlanningCarr Financial GroupFiduciary Family Office, LLC
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it–Uses it
Schedule Apps
OnceHubUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Fortress Wealth Planning: Fidelity · Carr Financial Group: Schwab · Fiduciary Family Office, LLC: Schwab