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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 Alternity Investment Advisors (swap one in):+ Wms Financial Services $8.6M · Anaheim Hills, CA+ Kb Private Wealth Management Group $8.5M · Sherman Oaks, CA+ Glacier Point Advisors, LLC $7.6M · Tustin, CA+ Greenwood Wealth Management, LLC $7.6M · San Francisco, CA
Newport Beach, CA
Ontario, CA
Westlake Village, CA
Assets under management$8.1M$8.5M$7.7M
Asset growth, last 2 years–––
Advisory staff1120
Individual clients25349
Assets per client$324K$251K$850K
Clients per advisor25340
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–––
People on Advicer.bio1142

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

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