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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+ Double Bay Management & Planning $127M · San Francisco, CA
Chico, CA
Pasadena, CA
San Luis Obispo, CA
Assets under management$135M$142.9M$127.2M
Asset growth, last 2 years+175%–+77%
Advisory staff211
Individual clients240104196
Assets per client$563K$1.4M$649K
Clients per advisor120104196
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since201920242019
Tools in their stack––2
People on Advicer.bio2–1

From each firm's latest Form ADV (Mar 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

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 FinancialWright Wealth Strategies, LLC
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Altum Wealth Advisors: Schwab · Appian Way Financial: Schwab · Wright Wealth Strategies, LLC: LPL Financial, John Hancock Distributors LLC