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 Knightsbridge Wealth Management (swap one in):+ Centura Wealth Advisory $1.2B · San Diego, CA+ Thepartners Wealth Management $1.18B · Carmel By The Sea, CA+ Schnieders Capital Management, LLC. $1.06B · Pasadena, CA+ Brio Financial Group $1.06B · San Francisco, CA
Newport Beach, CA
San Francisco, CA
Fremont, CA
Assets under management$1.12B$1.19B$1.05B
Asset growth, last 2 years+74%–+116%
Advisory staff10517
Individual clients517412333
Assets per client$2.2M$2.9M$3.1M
Clients per advisor528220
Main custodianFidelityWells FargoSchwab
Filing with the SEC since2012 or earlier20242015
Tools in their stack124
People on Advicer.bio9417

From each firm's latest Form ADV (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.

ToolKnightsbridge Wealth ManagementMoment Partners, LLCMorling Financial Advisors, LLC
CRM
HubSpot––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it–Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Knightsbridge Wealth Management: Fidelity, Schwab · Moment Partners, LLC: Wells Fargo · Morling Financial Advisors, LLC: Schwab, Fidelity