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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):+ Lvm Capital Management LTD $1.56B · Portage, MI+ Mjp Wealth Advisors $1.56B · Farmington, CT+ Silicon Valley Retirement Services, LLC $1.4B · San Jose, CA+ Occidental Asset Management, LLC $1.4B · Burlingame, CA
Irvine, CA
Richmond, VA
Coeur D'alene, ID
Assets under management$1.48B$1.56B$1.56B
Asset growth, last 2 years+41%+24%+669%
Advisory staff14133
Individual clients1,0607476,652
Assets per client$1.4M$2.1M$234K
Clients per advisor76572,217
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack3–3
People on Advicer.bio13142

From each firm's latest Form ADV (Oct 2026, May 2026, Sep 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 ManagementSherman Portfolios
Client File Sharing
Dropbox––Uses it
CRM
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Apriem Advisors: Schwab · Godsey & Gibb Wealth Management: Schwab · Sherman Portfolios: none listed