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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):+ Vantage Wealth Management, LLC $1.12B · San Mateo, CA+ Financial Advisors Network, Inc. $1.11B · Tustin, CA+ Syntheticfi LLC $992.9M · San Francisco, CA+ Concentrum Wealth Management $986.8M · San Jose, CA
Westlake Village, CA
Newport Beach, CA
San Rafael, CA
Assets under management$1.05B$1.12B$1.12B
Asset growth, last 2 years+22%+74%+106%
Advisory staff14109
Individual clients1,018517412
Assets per client$1M$2.2M$2.7M
Clients per advisor735246
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack115
People on Advicer.bio1199

From each firm's latest Form ADV (Aug 2026, Sep 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 ManagementFiduciary Financial Group, LLC
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Advisor Lead Gen
Wealthtender––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
WealthReach––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Manchester Financial Inc: Schwab · Knightsbridge Wealth Management: Fidelity, Schwab · Fiduciary Financial Group, LLC: Schwab