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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 Chokshi & Queen Wealth Advisors (swap one in):+ Spectrum Financial Management $278.1M · San Rafael, CA+ Auspicious Financial Planning, LLC $278M · San Ramon, CA+ Tidecrest Wealth Management, LLC $249.7M · Newport Beach, CA+ Summit Wealth Management Group, Inc. $249.5M · Camarillo, CA
San Diego, CA
Santa Barbara, CA
Santa Clara, CA
Assets under management$263.3M$278M$250.1M
Asset growth, last 2 years+77%–+147%
Advisory staff244
Individual clients678183448
Assets per client$388K$1.5M$558K
Clients per advisor33946112
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202120242021
Tools in their stack241
People on Advicer.bio444

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

ToolChokshi & Queen Wealth AdvisorsForonjy FinancialAltura Wealth Advisors Inc.
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)–Uses it–
Digital Marketing
FMG (FMG Suite)–Uses it–
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Chokshi & Queen Wealth Advisors: Schwab · Foronjy Financial: LPL Financial, Fidelity · Altura Wealth Advisors Inc.: Schwab