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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 Apriem Advisors (swap one in):+ Mjp Wealth Advisors $1.56B · Farmington, CT+ Sherman Portfolios $1.56B · Coeur D'alene, ID+ Silicon Valley Retirement Services, LLC $1.4B · San Jose, CA+ Werba Rubin Papier Wealth Management, LLC $1.4B · San Jose, CA
Irvine, CA
Richmond, VA
Burlingame, CA
Assets under management$1.48B$1.56B$1.4B
Asset growth, last 2 years+41%+24%+124%
Advisory staff14139
Individual clients1,060747945
Assets per client$1.4M$2.1M$1.5M
Clients per advisor7657105
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack3–4
People on Advicer.bio131412

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

ToolApriem AdvisorsGodsey & Gibb Wealth ManagementOccidental Asset Management, LLC
CRM
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
OrionUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Apriem Advisors: Schwab · Godsey & Gibb Wealth Management: Schwab · Occidental Asset Management, LLC: Schwab