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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 Certified Planners, Inc. (swap one in):+ Zermatt Wealth Advisors $206.9M · San Diego, CA+ Kenneth Frenke & Co $206.5M · Arden, NC+ Total Wealth Services, LLC $186.1M · Westlake Village, CA+ The Kocen Financial Group, Inc. $185.9M · Rancho Mirage, CA
San Ramon, CA
Los Altos, CA
Los Gatos, CA
Assets under management$196.6M$207.6M$186.7M
Asset growth, last 2 years+32%+37%+67%
Advisory staff221
Individual clients18669176
Assets per client$1.1M$3M$1.1M
Clients per advisor9335176
Main custodianSchwabSEIPershing
Filing with the SEC since2012 or earlier20222021
Tools in their stack–––
People on Advicer.bio231

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Certified Planners, Inc.: Schwab · Gates Pass Advisors, LLC: SEI, Schwab · Asl Financial, LLC: Pershing