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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+ Madison Partners $1.3B · Madison, WI+ Cheviot Value Management, LLC $1.17B · Beverly Hills, CA+ Manhattan West Asset Management, LLC $1.16B · Los Angeles, CA
Santa Barbara, CA
Anaheim, CA
Vancouver, WA
Assets under management$1.24B$1.33B$1.3B
Asset growth, last 2 years+67%+41%+60%
Advisory staff81010
Individual clients5951,5421,153
Assets per client$2.1M$861K$1.1M
Clients per advisor74154115
Main custodianSchwabSEISchwab
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio8710

From each firm's latest Form ADV (Feb 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

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 & AssociatesSynergy Asset Management, LLC
CRM
SS&C Black DiamondUses it––

Custodians on Form ADV: Arlington Financial Advisors, LLC: Schwab · Chatterton & Associates: SEI · Synergy Asset Management, LLC: Schwab