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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 Accumulation Strategies (swap one in):+ Corlett Financial, Inc. $31.2M · San Diego, CA+ Financial Lifestyle Management $31.1M · Greenville, TX+ The Investment and Philanthropy Corporation $28M · Sausalito, CA+ The Financial Coaching Group, Inc. $28M · Laguna Hills, CA
Woodland Hills, CA
San Mateo, CA
San Jose, CA
Assets under management$29.6M$31.2M$31.1M
Asset growth, last 2 years––−22%
Advisory staff112
Individual clients334439
Assets per client$896K$708K$797K
Clients per advisor334420
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack141
People on Advicer.bio112

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

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.

ToolAccumulation StrategiesMarim Wealth PlanningAltos Financial Management, LLC
Website Builders
Wix–Uses itUses it
SquarespaceUses it––
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–