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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 Avalan, LLC (swap one in):+ Spectrum Asset Management Inc $657.3M · Newport Beach, CA+ Rbo & Co, LLC $654.8M · St. Helena, CA+ Castle Rock Wealth Management, LLC $587.1M · Walnut Creek, CA+ Riley Friedman Asset Management $584.8M · Los Altos, CA
Santa Barbara, CA
Los Angeles, CA
Irvine, CA
Assets under management$621.8M$655.8M$656.1M
Asset growth, last 2 years+78%+43%+83%
Advisory staff1137
Individual clients26530449
Assets per client$2.3M$21.9M$1.5M
Clients per advisor241064
Main custodianFidelityFidelityFidelity
Filing with the SEC since20132012 or earlier2019
Tools in their stack1–7
People on Advicer.bio11410

From each firm's latest Form ADV (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.

ToolAvalan, LLCBmb Advisers LLCWarren Street Wealth Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client Data Gathering
PreciseFP––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
OnceHub––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Avalan, LLC: Fidelity, Schwab · Bmb Advisers LLC: Fidelity, RBC · Warren Street Wealth Advisors, LLC: Fidelity, Ascensus