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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 Carter Financial, LLC (swap one in):+ Silver Oak Wealth Advisors Services, LLC $300M · Los Angeles, CA+ USA Financial Securities LLC $296.5M · Ada, MI+ Retirementadvice | Jka $267.3M · Anaheim, CA+ Cerda Munoz Advisors, Inc $265.7M · Whittier, CA
La Jolla, CA
Alamo, CA
Bangor, ME
Assets under management$282.3M$296.9M$296.5M
Asset growth, last 2 years+26%+44%+21%
Advisory staff335
Individual clients177190310
Assets per client$1.6M$1.6M$956K
Clients per advisor596362
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio226

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

ToolCarter Financial, LLCPring TurnerBirchbrook
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Carter Financial, LLC: Schwab · Pring Turner: Schwab · Birchbrook: Schwab