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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 Avalon Capital Management (swap one in):+ West Wealth Group, LLC $616.7M · Irvine, CA+ Stolper & Co., Inc. $615.7M · San Diego, CA+ Omega Financial Group, LLC $552.4M · Santa Barbara, CA+ Dedora Capital, Inc. $550.7M · Napa, CA
Menlo Park, CA
Westlake Village, CA
La Jolla, CA
Assets under management$582.2M$615.7M$614.8M
Asset growth, last 2 years+45%+36%+34%
Advisory staff357
Individual clients160324269
Assets per client$3.6M$1.9M$2.3M
Clients per advisor536538
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–10
People on Advicer.bio386

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

ToolAvalon Capital ManagementFmb Wealth ManagementFinancial Alternatives, Inc.
Custodial Platform
Charles Schwab––Uses it
Vanguard––Uses it
Wealthscape (Fidelity)––Uses it
Client Data Gathering
PreciseFP––Uses it
Client File Sharing
ShareFile––Uses it
CRM
Envestnet Tamarac––Uses it
Equity Compensation
StockOpter––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––
Video Meetings & Messaging
Zoom––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Avalon Capital Management: Schwab · Fmb Wealth Management: Fidelity, Schwab · Financial Alternatives, Inc.: Fidelity, Schwab