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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+ Morangie Management LLC $706M · Vero Beach, FL+ Core Wealth Advisors, Inc. $702.1M · Lakeland, FL
Lake Mary, FL
Tampa, FL
Safety Harbor, FL
Assets under management$749.3M$800.9M$709.6M
Asset growth, last 2 years–+28%+21%
Advisory staff6129
Individual clients1971,7041,481
Assets per client$3.8M$470K$479K
Clients per advisor33142165
Main custodian–LPL FinancialSchwab
Filing with the SEC since202420162012 or earlier
Tools in their stack3–1
People on Advicer.bio6118

From each firm's latest Form ADV (Mar 2026, Oct 2026, May 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, LLCRogan & Associates
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Client File Sharing
BoxUses it––
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Qtr Family Wealth, LLC: none listed · Psi Advisors, LLC: LPL Financial · Rogan & Associates: Schwab, Lincoln Financial Securities Corporation