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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 Blom & Howell Financial Planning, Inc. (swap one in):+ Redwood Park Advisors $170.3M · Redwood City, CA+ Del Mar Wealth Management Inc $169.9M · Del Mar, CA+ Stewardship Wealth Management Solutions $153.1M · Huntington Beach, CA+ Garner Financial Management $152.6M · Lafayette, CA
Modesto, CA
San Francisco, CA
Long Beach, CA
Assets under management$161.5M$169.8M$169.7M
Asset growth, last 2 years+27%−5%−8%
Advisory staff222
Individual clients417159426
Assets per client$387K$1.1M$398K
Clients per advisor20980213
Main custodianSchwabPershing–
Filing with the SEC since202220202012 or earlier
Tools in their stack3––
People on Advicer.bio222

From each firm's latest Form ADV (May 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.

ToolBlom & Howell Financial Planning, Inc.Embarcadero Financial GroupThe Chartist
Financial Planning
RightCapital (Right Capital)Uses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Blom & Howell Financial Planning, Inc.: Schwab · Embarcadero Financial Group: Pershing · The Chartist: none listed