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 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
Louisville, KY
Assets under management$492.3M$517.4M$467M
Asset growth, last 2 years+37%+103%+64%
Advisory staff4135
Individual clients7006471,210
Assets per client$703K$800K$386K
Clients per advisor17550242
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20222020
Tools in their stack15–
People on Advicer.bio4164

From each firm's latest Form ADV (Sep 2026, Jul 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 ManagementRetirement Planning Solutions, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
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 · Retirement Planning Solutions, LLC: Schwab