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 The Fiduciary Alliance (swap one in):+ Mitchell, Mcleod, Pugh & Williams, Inc. $2.66B · Mobile, AL+ Legacy Wealth Management, LLC $2.66B · Memphis, TN+ Fbb Capital Partners $2.39B · Bethesda, MD+ Capital Investment Advisory Services, LLC $2.39B · Raleigh, NC
Greenville, SC
Decatur, IL
Seattle, WA
Assets under management$2.53B$2.66B$2.65B
Asset growth, last 2 years+106%+49%+89%
Advisory staff45658
Individual clients8,74413,138462
Assets per client$289K$202K$5.7M
Clients per advisor19420258
Main custodianSchwabSchwabSchwab
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio49699

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

ToolThe Fiduciary AllianceIpi Wealth Management, Inc.Garde Capital, Inc.
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: The Fiduciary Alliance: Schwab, Fidelity · Ipi Wealth Management, Inc.: Schwab · Garde Capital, Inc.: Schwab