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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
St. Louis, MO
Assets under management$135M$142.9M$141.9M
Asset growth, last 2 years+175%–+26%
Advisory staff215
Individual clients240104233
Assets per client$563K$1.4M$609K
Clients per advisor12010447
Main custodianSchwabSchwabFolio
Filing with the SEC since201920242020
Tools in their stack––1
People on Advicer.bio2–7

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

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.

ToolAltum Wealth AdvisorsAppian Way FinancialSeverin Investments LLC
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Altum Wealth Advisors: Schwab · Appian Way Financial: Schwab · Severin Investments LLC: Folio, Schwab