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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 Andrews Capital Management Inc (swap one in):+ Lava Creek Capital Management, LLC $75.1M · San Rafael, CA+ Integrated Financial Strategies, Inc. $75M · San Mateo, CA+ Keystone Advisory Group $67.8M · Hollister, CA+ Focused Finances, LLC $67.8M · Oakland, CA
Coronado, CA
Walnut Creek, CA
Carlsbad, CA
Assets under management$71.4M$75M$75M
Asset growth, last 2 years+122%––
Advisory staff122
Individual clients22250163
Assets per client$3.2M$300K$460K
Clients per advisor2212582
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––6
People on Advicer.bio122

From each firm's latest Form ADV (Feb 2026, Jan 2026, 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

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.

ToolAndrews Capital Management IncWealth & Tax Planners LLCCentered Financial
Custodial Platform
Betterment Advisor Solutions––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Wix––Uses it