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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 California Capital Management (swap one in):+ Strategic Planning, Inc. $376.6M · Columbus, OH+ Christy Capital Management, Inc. $376.3M · Macon, GA+ Park, Miller, LLC $339.8M · Walnut Creek, CA+ Eiger Wealth Management, LLC $338.7M · San Diego, CA
Burbank, CA
Cincinnati, OH
Scottsdale, AZ
Assets under management$358.4M$376.6M$376.6M
Asset growth, last 2 years+19%+54%+27%
Advisory staff544
Individual clients34748196
Assets per client$1M$783K$3.9M
Clients per advisor6912024
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack–25
People on Advicer.bio534

From each firm's latest Form ADV (Jul 2026, Sep 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.

ToolCalifornia Capital ManagementKleinfelder Capital, Inc.Intelligent Capitalworks
Custodial Platform
Wealthscape (Fidelity)–Uses itUses it
Charles Schwab––Uses it
Advisor Lead Gen
Wealthtender––Uses it
CRM
SS&C Black Diamond–Uses itUses it
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: California Capital Management: Schwab · Kleinfelder Capital, Inc.: Fidelity · Intelligent Capitalworks: Fidelity