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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 Candide Group (swap one in):+ Arbor Wealth Management $130M · Walnut Creek, CA+ Financial Network Specialists LLC $129.8M+ Investment Managers Group, LLC $116.8M · Temecula, CA+ Jaffe Asset Management LLC $116.2M · Beverly Hills, CA
Oakland, CA
Westlake Village, CA
Larkspur, CA
Assets under management$123.6M$130.7M$117.2M
Asset growth, last 2 years+25%–+8%
Advisory staff421
Individual clients520114
Assets per client$24.7M$6.5M$1M
Clients per advisor110114
Main custodian––LPL Financial
Filing with the SEC since202020262012 or earlier
Tools in their stack–3–
People on Advicer.bio121

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

ToolCandide GroupBrave New WealthPmb Advisors
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Candide Group: none listed · Brave New Wealth: none listed · Pmb Advisors: LPL Financial