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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 Ncm Capital Management, LLC (swap one in):+ Fiori Financial Group $567.4M · Fort Lauderdale, FL+ Latitude Advisors, LLC $566.5M+ Client 1st Advisory Group $511.5M · Dunedin, FL+ Florek Financial, LLC $511M · Duxbury, MA
Ramsey, NJ
San Francisco, CA
Pittsburgh, PA
Assets under management$539.4M$567.2M$511.7M
Asset growth, last 2 years+49%+6,648%+39%
Advisory staff312
Individual clients2521,78978
Assets per client$2.1M$317K$6.6M
Clients per advisor841,78939
Main custodianFidelity–Schwab
Filing with the SEC since2012 or earlier20232020
Tools in their stack3––
People on Advicer.bio272

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolNcm Capital Management, LLCFrecVenator Management LLC
Client Data Gathering
PreciseFPUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Ncm Capital Management, LLC: Fidelity · Frec: none listed · Venator Management LLC: Schwab, BNY, U.S. Bank