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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 Altum Wealth Advisors (swap one in):+ Syndicated Capital, Inc. $142M · Brea, CA+ Stock Management LLC $141.8M+ Fairchild Financial Advisors, Inc. $127.3M · Folsom, CA+ Wright Wealth Strategies, LLC $127.2M · San Luis Obispo, CA
Chico, CA
Pasadena, CA
San Francisco, CA
Assets under management$135M$142.9M$127M
Asset growth, last 2 years+175%–+20%
Advisory staff211
Individual clients24010432
Assets per client$563K$1.4M$4M
Clients per advisor12010432
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920242015
Tools in their stack–––
People on Advicer.bio2–1

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

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: Altum Wealth Advisors: Schwab · Appian Way Financial: Schwab · Double Bay Management & Planning: Schwab, Ascensus Broker Dealer Services, LLC