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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+ Appian Way Financial $142.9M · Pasadena, CA+ Prospettiva Financial $128.7M · San Francisco, CA+ Banta Asset Management LP $128.7M · Newport Beach, CA
Santa Barbara, CA
Palo Alto, CA
Los Angeles, CA
Assets under management$135.9M$143.5M$143.8M
Asset growth, last 2 years+29%+36%+270%
Advisory staff342
Individual clients1123844
Assets per client$1.2M$3.8M$3.3M
Clients per advisor371022
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020222012 or earlier
Tools in their stack211
People on Advicer.bio242

From each firm's latest Form ADV (Mar 2026, Apr 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.Aqua Capital Advisors
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
Capitect––Uses it

Custodians on Form ADV: 15 Equity: Schwab · Mayfield Advisors, Inc.: Schwab, Fidelity · Aqua Capital Advisors: Schwab