Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Calabasas Advisory Group, LLC $249.5M · Westlake Village, CA+ Value Investment Professionals, LLC $246.7M · New York, NY+ Tortuga Wealth Management $222.9M · Torrance, CA+ Carey Wealth Management $222.8M · San Ramon, CA
San Francisco, CA
Carlsbad, CA
Winchester, TN
Assets under management$234.9M$247.1M$246.9M
Asset growth, last 2 years+43%+36%+590%
Advisory staff252
Individual clients58187678
Assets per client$4.1M$1.3M$364K
Clients per advisor2937339
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack13–
People on Advicer.bio161

From each firm's latest Form ADV (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.

ToolCamelotta AdvisorsAnchor Bay Capital, Inc.Eudaimonia Asset Management, LLC
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 · Eudaimonia Asset Management, LLC: none listed