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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):+ Filigree Wealth Advisors, LLC $209.1M · Irvine, CA+ Gates Pass Advisors, LLC $207.6M · Los Altos, CA+ Ward & Associates $187.2M · San Diego, CA+ Eliot Finkel Investment Counsel, LLC $187M · Beverly Hills, CA
Stockton, CA
Lakeside, CA
Carmel, CA
Assets under management$197.5M$208.8M$187.4M
Asset growth, last 2 years+62%+82%+17%
Advisory staff174
Individual clients43034783
Assets per client$459K$602K$2.3M
Clients per advisor4305021
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120242012 or earlier
Tools in their stack––2
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 ManagementTopturn Capital, LLC
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Attentive Investments, LLC: Schwab · Cavu Wealth Management: Schwab · Topturn Capital, LLC: Schwab