Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Filigree Wealth Advisors, LLC $209.1M · Irvine, CA+ Topturn Capital, LLC $187.4M · Carmel, CA+ Ward & Associates $187.2M · San Diego, CA
Stockton, CA
Lakeside, CA
Los Altos, CA
Assets under management$197.5M$208.8M$207.6M
Asset growth, last 2 years+62%+82%+37%
Advisory staff172
Individual clients43034769
Assets per client$459K$602K$3M
Clients per advisor4305035
Main custodianSchwabSchwabSEI
Filing with the SEC since202120242022
Tools in their stack–––
People on Advicer.bio173

From each firm's latest Form ADV (Feb 2026, Aug 2026, Jul 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: Attentive Investments, LLC: Schwab · Cavu Wealth Management: Schwab · Gates Pass Advisors, LLC: SEI, Schwab