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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 15 Equity (swap one in):+ Haven Capital Group $143.9M · Westlake Village, CA+ Aqua Capital Advisors $143.8M · Los Angeles, CA+ Prospettiva Financial $128.7M · San Francisco, CA+ Banta Asset Management LP $128.7M · Newport Beach, CA
Santa Barbara, CA
Palo Alto, CA
Pasadena, CA
Assets under management$135.9M$143.5M$142.9M
Asset growth, last 2 years+29%+36%–
Advisory staff341
Individual clients11238104
Assets per client$1.2M$3.8M$1.4M
Clients per advisor3710104
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020222024
Tools in their stack21–
People on Advicer.bio24–

From each firm's latest Form ADV (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.

Tool15 EquityMayfield Advisors, Inc.Appian Way Financial
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy Kraken–Uses it–

Custodians on Form ADV: 15 Equity: Schwab · Mayfield Advisors, Inc.: Schwab, Fidelity · Appian Way Financial: Schwab