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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 Baughman Financial Group (swap one in):+ Williams Wealth Management, Inc. $80.9M · Los Angeles, CA+ Ventura Advisors $80.6M · Woodland Hills, CA+ Investus Financial $72.6M · Newport Beach, CA+ Monroe Wealth Management LLC $72.2M · San Francisco, CA
Novato, CA
Walnut Creek, CA
Venice, CA
Assets under management$76.4M$80.8M$72.5M
Asset growth, last 2 years+94%––
Advisory staff111
Individual clients576587
Assets per client$1.3M$1.2M$833K
Clients per advisor576587
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–33
People on Advicer.bio114

From each firm's latest Form ADV (Mar 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

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.

ToolBaughman Financial GroupSaranap Wealth AdvisorsMdrn Wealth
Schedule Apps
Acuity Scheduling–Uses it–
Calendly––Uses it
Custodial Platform
Altruist––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–