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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 Arlington Financial Advisors, LLC (swap one in):+ Chequers Financial Management LLC $1.31B · San Francisco, CA+ Synergy Asset Management, LLC $1.3B · Vancouver, WA+ Cheviot Value Management, LLC $1.17B · Beverly Hills, CA+ Manhattan West Asset Management, LLC $1.16B · Los Angeles, CA
Santa Barbara, CA
Anaheim, CA
Madison, WI
Assets under management$1.24B$1.33B$1.3B
Asset growth, last 2 years+67%+41%+133%
Advisory staff81017
Individual clients5951,5422,042
Assets per client$2.1M$861K$638K
Clients per advisor74154120
Main custodianSchwabSEIFidelity
Filing with the SEC since20162012 or earlier2020
Tools in their stack1–3
People on Advicer.bio8742

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

ToolArlington Financial Advisors, LLCChatterton & AssociatesMadison Partners
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Arlington Financial Advisors, LLC: Schwab · Chatterton & Associates: SEI · Madison Partners: Fidelity, Schwab