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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 Fusion Capital, LLC (swap one in):+ Alliance Wealth Management Group, LLC $517.4M · Flemington, NJ+ Sowa Financial Group $517M · Lincoln, RI+ Fortitude Advisory Group L.l.c. $467.5M · Gig Harbor, WA+ Yukon Wealth Management, Inc. $467.4M · Overland Park, KS
Mt. Pleasant, SC
Wayzata, MN
Bloomington, MN
Assets under management$492.3M$517.4M$517.5M
Asset growth, last 2 years+37%+103%+14%
Advisory staff4135
Individual clients700647213
Assets per client$703K$800K$2.4M
Clients per advisor1755043
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack152
People on Advicer.bio4166

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

ToolFusion Capital, LLCFiat Wealth ManagementBgm Wealth Management
CRM
Envestnet Tamarac––Uses it
SS&C Black DiamondUses it––
Client File Sharing
Egnyte––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Performance Reporting
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Fusion Capital, LLC: Schwab · Fiat Wealth Management: Schwab · Bgm Wealth Management: Schwab