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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 Qtr Family Wealth, LLC (swap one in):+ Fortress Wealth Planning $793.9M · Jacksonville Beach, FL+ Sycamore Financial Group $787.4M · Kokomo, IN+ Rogan & Associates $709.6M · Safety Harbor, FL+ Core Wealth Advisors, Inc. $702.1M · Lakeland, FL
Lake Mary, FL
Tampa, FL
Vero Beach, FL
Assets under management$749.3M$800.9M$706M
Asset growth, last 2 years–+28%–
Advisory staff6124
Individual clients1971,70496
Assets per client$3.8M$470K$7.4M
Clients per advisor3314224
Main custodian–LPL Financial–
Filing with the SEC since202420162024
Tools in their stack3–2
People on Advicer.bio611–

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

ToolQtr Family Wealth, LLCPsi Advisors, LLCMorangie Management LLC
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Client File Sharing
BoxUses it––
Performance Reporting
Addepar––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Qtr Family Wealth, LLC: none listed · Psi Advisors, LLC: LPL Financial · Morangie Management LLC: none listed