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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 Wbi Investments, LLC (swap one in):+ Liberty Square Wealth Partners LLC $567.8M · Bethlehem, PA+ Prentice Wealth Management LLC $567.5M · Rochester, NY+ Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L $512.5M · Troy, MI+ Venator Management LLC $511.7M · Pittsburgh, PA
Red Bank, NJ
Fort Lauderdale, FL
San Francisco, CA
Assets under management$539.6M$567.4M$567.2M
Asset growth, last 2 years+2%+75%+6,648%
Advisory staff551
Individual clients7592241,789
Assets per client$711K$2.5M$317K
Clients per advisor152451,789
Main custodianPershingFolio–
Filing with the SEC since2012 or earlier20222023
Tools in their stack–2–
People on Advicer.bio357

From each firm's latest Form ADV (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.

ToolWbi Investments, LLCFiori Financial GroupFrec
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Wbi Investments, LLC: Pershing, Wells Fargo · Fiori Financial Group: Folio · Frec: none listed