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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+ Mcinroy & Wood Limited $2.39B · Haddington, East Lothian+ Evolve Private Wealth, LLC $2.15B · Los Angeles, CA+ Financial Management Network Inc $2.14B · Mission Viejo, CA
San Ramon, CA
Mountain View, CA
San Francisco, CA
Assets under management$2.26B$2.42B$2.41B
Asset growth, last 2 years+30%+36%+20%
Advisory staff14134
Individual clients1,517433148
Assets per client$1.5M$5.6M$16.3M
Clients per advisor1083337
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack2–1
People on Advicer.bio15154

From each firm's latest Form ADV (Oct 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 Financial AdvisorsWealth Architects, LLCSentry Advisors, LLC
CRM
Envestnet TamaracUses it–Uses it
Website Builders
WixUses it––

Custodians on Form ADV: California Financial Advisors: Schwab · Wealth Architects, LLC: Schwab · Sentry Advisors, LLC: Schwab, Fidelity