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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 Blue Marble Investments (swap one in):+ Strategic Retirement Advisors, LLC $216.9M · Elk Grove, CA+ Marrick Wealth $215.6M · Irvine, CA+ Integrity Wealth Partners, LLC $193.9M · Walnut Creek, CA+ D. M. Brenner, Inc. $193.6M · Solana Beach, CA
Santa Barbara, CA
Thousand Oaks, CA
Torrance, CA
Assets under management$205.1M$216.4M$217.4M
Asset growth, last 2 years+40%+82%+84%
Advisory staff334
Individual clients238300309
Assets per client$862K$721K$704K
Clients per advisor7910077
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120222023
Tools in their stack22–
People on Advicer.bio335

From each firm's latest Form ADV (May 2026, Feb 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.

ToolBlue Marble InvestmentsHofer & Associates Wealth ManagementAdvanced Portfolio Strategies
Client Data Gathering
PreciseFPUses it––
Custodial Platform
Charles SchwabUses itUses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Blue Marble Investments: Schwab · Hofer & Associates Wealth Management: Schwab · Advanced Portfolio Strategies: Schwab