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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):+ Intelligent Capitalworks $376.6M · Scottsdale, AZ+ Christy Capital Management, Inc. $376.3M · Macon, GA+ Eiger Wealth Management, LLC $338.7M · San Diego, CA+ Mine & Arao Wealth Creation and Management, LLC $338.1M · Campbell, CA
Burbank, CA
Cincinnati, OH
Walnut Creek, CA
Assets under management$358.4M$376.6M$339.8M
Asset growth, last 2 years+19%+54%+34%
Advisory staff543
Individual clients34748144
Assets per client$1M$783K$7.7M
Clients per advisor6912015
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack–2–
People on Advicer.bio532

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.Park, Miller, LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses it–

Custodians on Form ADV: California Capital Management: Schwab · Kleinfelder Capital, Inc.: Fidelity · Park, Miller, LLC: Fidelity