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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 Attentive Investments, LLC (swap one in):+ Cannon Beach Financial Advisors $209.2M · San Ramon, CA+ Gates Pass Advisors, LLC $207.6M · Los Altos, CA+ Topturn Capital, LLC $187.4M · Carmel, CA+ Ward & Associates $187.2M · San Diego, CA
Stockton, CA
Lakeside, CA
Irvine, CA
Assets under management$197.5M$208.8M$209.1M
Asset growth, last 2 years+62%+82%+17%
Advisory staff173
Individual clients43034745
Assets per client$459K$602K$4.6M
Clients per advisor4305015
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120242022
Tools in their stack––4
People on Advicer.bio173

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

ToolAttentive Investments, LLCCavu Wealth ManagementFiligree Wealth Advisors, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Attentive Investments, LLC: Schwab · Cavu Wealth Management: Schwab · Filigree Wealth Advisors, LLC: Schwab