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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):+ Womack Wealth Management, Inc. $406.9M · Manhattan Beach, CA+ Guerra Wealth Advisors $406.2M · Miami, FL+ Shira Ridge Wealth Management $366.4M · San Rafael, CA+ Sharper & Granite LLC $366.4M · El Segundo, CA
La Jolla, CA
Redondo Beach, CA
Woodland Hills, CA
Assets under management$386.5M$407.8M$366.7M
Asset growth, last 2 years+28%+29%+30%
Advisory staff724
Individual clients278155180
Assets per client$1.4M$2.6M$2M
Clients per advisor407845
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520132012 or earlier
Tools in their stack453
People on Advicer.bio725

From each firm's latest Form ADV (Aug 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, LLCOder Investment Management, LLC
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Schedule Apps
Acuity Scheduling–Uses it–
CalendlyUses it––
Client File Sharing
Box–Uses it–
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses itUses it–
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion–Uses it–
Risk Tolerance
Tolerisk––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Canter Wealth: Schwab · Navigoe, LLC: Schwab · Oder Investment Management, LLC: Schwab