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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 Camelotta Advisors (swap one in):+ Eudaimonia Asset Management, LLC $246.9M · Winchester, TN+ Value Investment Professionals, LLC $246.7M · New York, NY+ Tortuga Wealth Management $222.9M · Torrance, CA+ Kmt Wealth Management, LLC $222.4M · Hermosa Beach, CA
San Francisco, CA
Carlsbad, CA
San Ramon, CA
Assets under management$234.9M$247.1M$222.8M
Asset growth, last 2 years+43%+36%+121%
Advisory staff252
Individual clients5818798
Assets per client$4.1M$1.3M$2.3M
Clients per advisor293749
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack13–
People on Advicer.bio162

From each firm's latest Form ADV (Mar 2026, Feb 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.

ToolCamelotta AdvisorsAnchor Bay Capital, Inc.Carey Wealth Management
CRM
Envestnet Tamarac–Uses it–
HubSpotUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Camelotta Advisors: Fidelity, Schwab · Anchor Bay Capital, Inc.: Schwab · Carey Wealth Management: Schwab