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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 401k Engineers Inc. (swap one in):+ Legacy Investment Services, LLC $47.7M · Rancho Cucamonga, CA+ Advisors on Call $47.6M · Laguna Hills, CA+ Clifford Financial Planning, Inc. $42.9M · Santa Rosa, CA+ Compass Wealth Advisors $42.8M · Petaluma, CA
Tracy, CA
Valencia, CA
El Dorado Hills, CA
Assets under management$45.3M$47.7M$42.8M
Asset growth, last 2 years––−2%
Advisory staff126
Individual clients18115628
Assets per client$250K$306K$1.5M
Clients per advisor181785
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack–2–
People on Advicer.bio126

From each firm's latest Form ADV (Jun 2026, Mar 2026, Aug 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.

Tool401k Engineers Inc.Wealth Planning Group, Inc.Mw Investment Strategy
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: 401k Engineers Inc.: none listed · Wealth Planning Group, Inc.: none listed · Mw Investment Strategy: Schwab