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 Onesource Wealth Management (swap one in):+ Zermatt Wealth Partners $158.4M · San Diego, CA+ Fonte Financial Advisors $158.1M · Carlsbad, CA+ Bourke Wealth Management $141.4M · Santa Barbara, CA+ Entrust Investment Services, Inc $141.1M · Campbell, CA
Granite Bay, CA
Roseville, CA
Brea, CA
Assets under management$149.8M$158.2M$142M
Asset growth, last 2 years+50%+58%+23%
Advisory staff219
Individual clients229379465
Assets per client$654K$417K$305K
Clients per advisor11537952
Main custodianSchwab––
Filing with the SEC since202420142023
Tools in their stack––2
People on Advicer.bio219

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

ToolOnesource Wealth ManagementFc360 Wealth Management, Inc.Syndicated Capital, Inc.
Custodial Platform
NetX360 (Pershing)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Onesource Wealth Management: Schwab, Interactive Brokers · Fc360 Wealth Management, Inc.: none listed · Syndicated Capital, Inc.: none listed