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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):+ Sentry Advisors, LLC $2.41B · San Francisco, 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
Redondo Beach, CA
Assets under management$2.26B$2.42B$2.48B
Asset growth, last 2 years+30%+36%+53%
Advisory staff14137
Individual clients1,517433249
Assets per client$1.5M$5.6M$10M
Clients per advisor1083336
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio15158

From each firm's latest Form ADV (Oct 2026, Mar 2026, Sep 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, LLCThe Investment House LLC
CRM
Envestnet TamaracUses it––
Website Builders
WixUses it––

Custodians on Form ADV: California Financial Advisors: Schwab · Wealth Architects, LLC: Schwab · The Investment House LLC: Schwab, Fidelity