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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 Morangie Management LLC (swap one in):+ Qtr Family Wealth, LLC $749.3M · Lake Mary, FL+ Mission Creek Capital Partners, Inc. $741.6M · San Francisco, CA+ First Financial Coaching, Inc. $670.6M · Mt. Clemens, MI+ Havenshare Financial, LLC $670.5M
Vero Beach, FL
Boca Raton, FL
Palm Beach, FL
Assets under management$706M$747.7M$746.8M
Asset growth, last 2 years–+23%+22%
Advisory staff423
Individual clients964645
Assets per client$7.4M$16.3M$16.6M
Clients per advisor242315
Main custodian–SchwabBNY
Filing with the SEC since202420232012 or earlier
Tools in their stack22–
People on Advicer.bio–23

From each firm's latest Form ADV (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.

ToolMorangie Management LLCFiduciary Family Office, LLCDudley & Shanley, Inc.
Website Builders
Squarespace–Uses it–
WixUses it––
Financial Planning
eMoney–Uses it–
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Morangie Management LLC: none listed · Fiduciary Family Office, LLC: Schwab · Dudley & Shanley, Inc.: BNY, J.P. Morgan