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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+ Westside Investment Management, LLC $888.8M · Santa Monica, CA+ Sage Rhino Capital LLC $883.7M · Menlo Park, CA
Solana Beach, CA
San Francisco, CA
Walnut Creek, CA
Assets under management$939.5M$992.9M$889.7M
Asset growth, last 2 years+36%–+36%
Advisory staff975
Individual clients284624448
Assets per client$3.3M$1.6M$2M
Clients per advisor328990
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–21
People on Advicer.bio1095

From each firm's latest Form ADV (Mar 2026, Apr 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 LLCJ.p. King Advisors, Inc.
CRM
SS&C Black Diamond––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Blankinship & Foster, LLC: Schwab · Syntheticfi LLC: Schwab · J.p. King Advisors, Inc.: Fidelity, Schwab, American Funds Distributors, Inc.