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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+ Concentrum Wealth Management $986.8M · San Jose, CA+ Encompass More Asset Management LLC $984.9M · Danville, CA
Westlake Village, CA
Newport Beach, CA
San Francisco, CA
Assets under management$1.05B$1.12B$992.9M
Asset growth, last 2 years+22%+74%–
Advisory staff14107
Individual clients1,018517624
Assets per client$1M$2.2M$1.6M
Clients per advisor735289
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack112
People on Advicer.bio1199

From each firm's latest Form ADV (Aug 2026, Sep 2026, Apr 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 ManagementSyntheticfi LLC
CRM
Envestnet TamaracUses it––
Schedule Apps
Calendly–Uses itUses it
Website Builders
Webflow––Uses it

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