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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):+ Aqua Capital Advisors $143.8M · Los Angeles, CA+ Appian Way Financial $142.9M · Pasadena, CA+ Banta Asset Management LP $128.7M · Newport Beach, CA+ Fairchild Financial Advisors, Inc. $127.3M · Folsom, CA
Santa Barbara, CA
Palo Alto, CA
San Francisco, CA
Assets under management$135.9M$143.5M$128.7M
Asset growth, last 2 years+29%+36%+21%
Advisory staff343
Individual clients11238294
Assets per client$1.2M$3.8M$438K
Clients per advisor371098
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020222022
Tools in their stack214
People on Advicer.bio243

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.Prospettiva Financial
CRM
HubSpotUses it––
SS&C Black Diamond––Uses it
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney––Uses it

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