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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 Financial Advisors (swap one in):+ The Investment House LLC $2.48B · Redondo Beach, CA+ Sentry Advisors, LLC $2.41B · San Francisco, CA+ Evolve Private Wealth, LLC $2.15B · Los Angeles, CA+ Van Hulzen Financial Advisors $2.14B · El Dorado Hills, CA
San Ramon, CA
Mountain View, CA
Mission Viejo, CA
Assets under management$2.26B$2.42B$2.14B
Asset growth, last 2 years+30%+36%+62%
Advisory staff141321
Individual clients1,5174331,379
Assets per client$1.5M$5.6M$1.6M
Clients per advisor1083366
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio151521

From each firm's latest Form ADV (Oct 2026, Mar 2026, Dec 2025). 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 Financial AdvisorsWealth Architects, LLCFinancial Management Network Inc
CRM
Envestnet TamaracUses it––
Website Builders
WixUses it––

Custodians on Form ADV: California Financial Advisors: Schwab · Wealth Architects, LLC: Schwab · Financial Management Network Inc: Fidelity