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 Moneco Advisors (swap one in):+ Efs Advisors $2.4B · Cambridge, MN+ Fbb Capital Partners $2.39B · Bethesda, MD+ Abacus Planning Group, Inc. $2.16B · Columbia, SC+ Octavia Wealth Advisors LLC $2.15B · Cincinnati, OH
Fairfield, CT
Stamford, CT
Glen Allen, VA
Assets under management$2.28B$2.45B$2.16B
Asset growth, last 2 years+55%+75%+54%
Advisory staff447126
Individual clients2,7814513,177
Assets per client$820K$5.4M$681K
Clients per advisor636425
Main custodianLPL FinancialFidelityRaymond James
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack121–
People on Advicer.bio51797

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

ToolMoneco AdvisorsRzh Advisors LLCCapitol Securities Management, Inc.
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)Uses it––
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Envestnet MoneyGuideUses it––
RightCapital (Right Capital)Uses it––
CRM
HubSpotUses it––
Digital Marketing
FMG (FMG Suite)Uses it––
E-Signature
Adobe SignUses it––
Portfolio Management
OrionUses itUses it–
Schedule Apps
OnceHubUses it––

Custodians on Form ADV: Moneco Advisors: LPL Financial, Schwab · Rzh Advisors LLC: Fidelity · Capitol Securities Management, Inc.: Raymond James