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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 Asl Financial, LLC (swap one in):+ Aps Investment Management Group $197.2M · Jackson, CA+ Reyes Financial Architecture Inc. $196.2M · San Diego, CA+ Torrey Wealth, LLC $176.7M · San Diego, CA+ Beyond Financial Services $176.7M · Fremont, CA
Los Gatos, CA
San Ramon, CA
Stockton, CA
Assets under management$186.7M$196.6M$197.5M
Asset growth, last 2 years+67%+32%+62%
Advisory staff121
Individual clients176186430
Assets per client$1.1M$1.1M$459K
Clients per advisor17693430
Main custodianPershingSchwabSchwab
Filing with the SEC since20212012 or earlier2021
Tools in their stack–––
People on Advicer.bio121

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Asl Financial, LLC: Pershing · Certified Planners, Inc.: Schwab · Attentive Investments, LLC: Schwab