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 Manchester Financial Inc (swap one in):+ Vantage Wealth Management, LLC $1.12B · San Mateo, CA+ Fiduciary Financial Group, LLC $1.12B · San Rafael, CA+ Syntheticfi LLC $992.9M · San Francisco, CA+ Concentrum Wealth Management $986.8M · San Jose, CA
Westlake Village, CA
Newport Beach, CA
Tustin, CA
Assets under management$1.05B$1.12B$1.11B
Asset growth, last 2 years+22%+74%+38%
Advisory staff141012
Individual clients1,018517816
Assets per client$1M$2.2M$1.4M
Clients per advisor735268
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack115
People on Advicer.bio11913

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 ManagementFinancial Advisors Network, Inc.
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)––Uses it
CRM
Envestnet TamaracUses it––
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Manchester Financial Inc: Schwab · Knightsbridge Wealth Management: Fidelity, Schwab · Financial Advisors Network, Inc.: Schwab