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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 Blankinship & Foster, LLC (swap one in):+ Cohen Capital Management Inc $1B · Corte Madera, CA+ Concentrum Wealth Management $986.8M · San Jose, CA+ J.p. King Advisors, Inc. $889.7M · Walnut Creek, CA+ Westside Investment Management, LLC $888.8M · Santa Monica, CA
Solana Beach, CA
San Francisco, CA
Beverly Hills, CA
Assets under management$939.5M$992.9M$1.01B
Asset growth, last 2 years+36%–+22%
Advisory staff979
Individual clients284624340
Assets per client$3.3M$1.6M$3M
Clients per advisor328938
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20242020
Tools in their stack–24
People on Advicer.bio10910

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

ToolBlankinship & Foster, LLCSyntheticfi LLCAire Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Alternatives
iCapital––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Blankinship & Foster, LLC: Schwab · Syntheticfi LLC: Schwab · Aire Advisors, LLC: Fidelity