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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 Moneco Advisors (swap one in):+ Efs Advisors $2.4B · Cambridge, MN+ Fbb Capital Partners $2.39B · Bethesda, MD+ Capitol Securities Management, Inc. $2.16B · Glen Allen, VA+ Abacus Planning Group, Inc. $2.16B · Columbia, SC
Fairfield, CT
Stamford, CT
Cincinnati, OH
Assets under management$2.28B$2.45B$2.15B
Asset growth, last 2 years+55%+75%+49%
Advisory staff44731
Individual clients2,7814513,672
Assets per client$820K$5.4M$586K
Clients per advisor6364118
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since20142012 or earlier2020
Tools in their stack1213
People on Advicer.bio51732

From each firm's latest Form ADV (Jun 2026, Feb 2026, Jul 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 LLCOctavia Wealth Advisors LLC
Custodial Platform
NetX360 (Pershing)Uses it–Uses it
Wealthscape (Fidelity)Uses it–Uses it
Charles SchwabUses it––
LPL Financial (ClientWorks)Uses it––
Financial Planning
eMoneyUses it––
Envestnet MoneyGuideUses it––
RightCapital (Right Capital)Uses it––
Portfolio Management
OrionUses itUses it–
Envestnet––Uses it
CRM
HubSpotUses it––
Digital Marketing
FMG (FMG Suite)Uses it––
E-Signature
Adobe SignUses it––
Schedule Apps
OnceHubUses it––

Custodians on Form ADV: Moneco Advisors: LPL Financial, Schwab · Rzh Advisors LLC: Fidelity · Octavia Wealth Advisors LLC: Schwab