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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 Venables Financial Solutions (swap one in):+ Olde World Investments $175K+ The $ Coach, LLC $173K+ Eia Investments LLC $154K · Salisbury, CT+ Gary Fabian and Associates Incorporated $153K
Dallas, TX
Assets under management$164K$174K$177K
Asset growth, last 2 years––−98%
Advisory staff111
Individual clients7–2
Assets per client$23K–$88K
Clients per advisor7–2
Main custodian––Interactive Brokers
Filing with the SEC since202620262017
Tools in their stack––1
People on Advicer.bio111

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

ToolVenables Financial SolutionsFso WealthStrategic International
Custodial Platform
Interactive Brokers––Uses it

Custodians on Form ADV: Venables Financial Solutions: none listed · Fso Wealth: none listed · Strategic International: Interactive Brokers