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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):+ Advanced Portfolio Strategies $217.4M · Torrance, CA+ Strategic Retirement Advisors, LLC $216.9M · Elk Grove, 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
Irvine, CA
Assets under management$205.1M$216.4M$215.6M
Asset growth, last 2 years+40%+82%+46%
Advisory staff332
Individual clients23830089
Assets per client$862K$721K$2.4M
Clients per advisor7910045
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120222022
Tools in their stack223
People on Advicer.bio332

From each firm's latest Form ADV (May 2026, Feb 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 ManagementMarrick Wealth
Client Data Gathering
PreciseFPUses it––
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Blue Marble Investments: Schwab · Hofer & Associates Wealth Management: Schwab · Marrick Wealth: Schwab