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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 17 Capital Partners, LLC (swap one in):+ 724 Capital, LLC $258.9M+ Gk Wealth Management LLC $258.8M · Reno, NV+ Capital Management Advisor Group, LLC $234.1M · Walnut Creek, CA+ St. Louis Financial Planners Asset Management, LLC $234M · Chesterfield, MO
Phoenix, AZ
San Diego, CA
Beachwood, OH
Assets under management$246.4M$258.8M$258.8M
Asset growth, last 2 years+33%+13%+14%
Advisory staff336
Individual clients128497122
Assets per client$1.9M$521K$2.1M
Clients per advisor4316620
Main custodianRBCSchwabSchwab
Filing with the SEC since201620172012 or earlier
Tools in their stack–––
People on Advicer.bio435

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: 17 Capital Partners, LLC: RBC · Pacific Capital Associates: Schwab · Shaker Investments: Schwab