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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 Investor Fan (swap one in):+ Mason & Associates, Inc. $828.7M · Los Angeles, CA+ Edge Wealth Management, LLC $827.2M · New York, NY+ Waller Financial Planning Group, Inc. $747.8M · Columbus, OH+ Fiduciary Family Office, LLC $747.7M · Boca Raton, FL
Sarasota, FL
Sarasota, FL
Assets under management$787.4M$827.7M$828.3M
Asset growth, last 2 years+208%+72%+98%
Advisory staff1695
Individual clients8741,307140
Assets per client$901K$633K$5.9M
Clients per advisor5514528
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since201720132017
Tools in their stack–––
People on Advicer.bio1495

From each firm's latest Form ADV (Oct 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Investor Fan: Schwab · Walsh & Associates, LLC: LPL Financial · Global Financial Private Client: Fidelity