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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):+ Freegulliver, LLC $836.6M · New Orleans, LA+ Financial Sense Advisors, Inc. $835.6M · San Diego, CA+ Qtr Family Wealth, LLC $749.3M · Lake Mary, FL+ Fiduciary Family Office, LLC $747.7M · Boca Raton, FL
Jacksonville Beach, FL
Worcester, MA
Braintree, MA
Assets under management$793.9M$835.9M$836.2M
Asset growth, last 2 years+94%+51%+36%
Advisory staff675
Individual clients161619173
Assets per client$4.9M$1.4M$4.8M
Clients per advisor278835
Main custodianFidelitySchwabFidelity
Filing with the SEC since202120222012 or earlier
Tools in their stack3–3
People on Advicer.bio675

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

ToolFortress Wealth PlanningCarr Financial GroupPeddock Capital Advisors, LLC
Client File Sharing
ShareFile––Uses it
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
OnceHubUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Fortress Wealth Planning: Fidelity · Carr Financial Group: Schwab · Peddock Capital Advisors, LLC: Fidelity