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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+ Carey Wealth Management $222.8M · San Ramon, CA+ Kmt Wealth Management, LLC $222.4M · Hermosa Beach, CA
San Francisco, CA
Carlsbad, CA
Torrance, CA
Assets under management$234.9M$247.1M$222.9M
Asset growth, last 2 years+43%+36%+120%
Advisory staff254
Individual clients58187354
Assets per client$4.1M$1.3M$630K
Clients per advisor293789
Main custodianFidelitySchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack13–
People on Advicer.bio164

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.Tortuga 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 · Tortuga Wealth Management: LPL Financial