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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 Canter Wealth (swap one in):+ Boyd Wealth Management, LLC $409.8M · Sacramento, CA+ Womack Wealth Management, Inc. $406.9M · Manhattan Beach, CA+ Oder Investment Management, LLC $366.7M · Woodland Hills, CA+ Shira Ridge Wealth Management $366.4M · San Rafael, CA
La Jolla, CA
Redondo Beach, CA
Miami, FL
Assets under management$386.5M$407.8M$406.2M
Asset growth, last 2 years+28%+29%+286%
Advisory staff729
Individual clients2781552,951
Assets per client$1.4M$2.6M$138K
Clients per advisor4078328
Main custodianSchwabSchwabFidelity
Filing with the SEC since201520132023
Tools in their stack452
People on Advicer.bio7217

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

ToolCanter WealthNavigoe, LLCGuerra Wealth Advisors
Client File Sharing
Box–Uses it–
ShareFile––Uses it
Schedule Apps
CalendlyUses it–Uses it
Acuity Scheduling–Uses it–
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Canter Wealth: Schwab · Navigoe, LLC: Schwab · Guerra Wealth Advisors: Fidelity, Schwab