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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 Austin Creek Capital, LLC (swap one in):+ Burkart & Stevens Wealth Management $8M · San Luis Obispo, CA+ Gunnell Financial Planning $7.9M · Plainfield, IN+ Greystone Wealth Management LLC $7.2M · Huntington Beach, CA+ Golden State Advisors, LLC $7.1M · San Mateo, CA
Mill Valley, CA
Carlsbad, CA
Newport Beach, CA
Assets under management$7.5M$8M$7.1M
Asset growth, last 2 years––−9%
Advisory staff112
Individual clients23521
Assets per client$328K$1.6M$338K
Clients per advisor23511
Main custodian––Schwab
Filing with the SEC since202620262024
Tools in their stack2––
People on Advicer.bio112

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

ToolAustin Creek Capital, LLCJmo FinancialUnity Wealth Partners
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Austin Creek Capital, LLC: none listed · Jmo Financial: none listed · Unity Wealth Partners: Schwab