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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+ Birchbrook $296.5M · Bangor, ME+ Retirementadvice | Jka $267.3M · Anaheim, CA+ Cerda Munoz Advisors, Inc $265.7M · Whittier, CA
La Jolla, CA
Alamo, CA
Ada, MI
Assets under management$282.3M$296.9M$296.5M
Asset growth, last 2 years+26%+44%+10%
Advisory staff33134
Individual clients1771901,238
Assets per client$1.6M$1.6M$240K
Clients per advisor59639
Main custodianSchwabSchwabPershing
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack215
People on Advicer.bio22128

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

ToolCarter Financial, LLCPring TurnerUSA Financial Securities LLC
Custodial Platform
Charles SchwabUses it–Uses it
Axos––Uses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black Diamond–Uses itUses it
HubSpot––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Carter Financial, LLC: Schwab · Pring Turner: Schwab · USA Financial Securities LLC: Pershing