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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 Baker Street Advisors, LLC (swap one in):+ H&H International Investment, LLC $25.5B · Palo Alto, CA+ Seia $22.54B · Los Angeles, CA+ Comprehensive Financial Management LLC $18.52B · Los Gatos, CA+ Mission Wealth Management, LP $17B · Santa Barbara, CA
San Francisco, CA
San Francisco, CA
Fort Washington, PA
Assets under management$20.77B$23.26B$21.99B
Asset growth, last 2 years+43%+51%+28%
Advisory staff1599874
Individual clients504163138,132
Assets per client$41.2M$142.7M$159K
Clients per advisor342158
Main custodianSchwabSchwabLincoln Investment Planning, LLC
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack12–
People on Advicer.bio–15907

From each firm's latest Form ADV (Oct 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

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.

ToolBaker Street Advisors, LLCJordan Park Group LLCLincoln Investment
Client File Sharing
ShareFile–Uses it–
Performance Reporting
Addepar–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Baker Street Advisors, LLC: Schwab, Fidelity · Jordan Park Group LLC: Schwab, Fidelity · Lincoln Investment: Lincoln Investment Planning, LLC