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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 Advent Capital LLC (swap one in):+ Wang Financial, LLC $70.2M · Santa Barbara, CA+ Windfall Advisors, LLC $70M · Newport Beach, CA+ Crossroads Planning $63.1M · Orange, CA+ Whitespace Financial, LLC $62.9M · Palo Alto, CA
Roseville, CA
San Diego, CA
Menlo Park, CA
Assets under management$66.6M$70M$62.9M
Asset growth, last 2 years––−35%
Advisory staff222
Individual clients10817254
Assets per client$616K$407K$1.2M
Clients per advisor548627
Main custodian––Axos Clearing
Filing with the SEC since202620262015
Tools in their stack–3–
People on Advicer.bio222

From each firm's latest Form ADV (Mar 2026, May 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

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.

ToolAdvent Capital LLCWealth Alliance, LLCValue Monitoring, Inc
Client Data Gathering
Jotform–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp–Uses it–

Custodians on Form ADV: Advent Capital LLC: none listed · Wealth Alliance, LLC: none listed · Value Monitoring, Inc: Axos Clearing