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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 Manchester Financial Inc (swap one in):+ Fiduciary Financial Group, LLC $1.12B · San Rafael, CA+ Financial Advisors Network, Inc. $1.11B · Tustin, CA+ Syntheticfi LLC $992.9M · San Francisco, CA+ Encompass More Asset Management LLC $984.9M · Danville, CA
Westlake Village, CA
Newport Beach, CA
San Jose, CA
Assets under management$1.05B$1.12B$986.8M
Asset growth, last 2 years+22%+74%+139%
Advisory staff14105
Individual clients1,018517381
Assets per client$1M$2.2M$2.6M
Clients per advisor735276
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack113
People on Advicer.bio1195

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

ToolManchester Financial IncKnightsbridge Wealth ManagementConcentrum Wealth Management
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Manchester Financial Inc: Schwab · Knightsbridge Wealth Management: Fidelity, Schwab · Concentrum Wealth Management: Schwab