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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):+ Cavu Wealth Management $208.8M · Lakeside, CA+ Kenneth Frenke & Co $206.5M · Arden, NC+ Asl Financial, LLC $186.7M · Los Gatos, CA+ Total Wealth Services, LLC $186.1M · Westlake Village, CA
San Ramon, CA
Los Altos, CA
San Diego, CA
Assets under management$196.6M$207.6M$206.9M
Asset growth, last 2 years+32%+37%+20%
Advisory staff222
Individual clients18669260
Assets per client$1.1M$3M$796K
Clients per advisor9335130
Main custodianSchwabSEISchwab
Filing with the SEC since2012 or earlier20222020
Tools in their stack––1
People on Advicer.bio232

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

ToolCertified Planners, Inc.Gates Pass Advisors, LLCZermatt Wealth Advisors
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Certified Planners, Inc.: Schwab · Gates Pass Advisors, LLC: SEI, Schwab · Zermatt Wealth Advisors: Schwab