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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):+ Verity Wealth Advisors, LLC $278.5M · Sausalito, CA+ Auspicious Financial Planning, LLC $278M · San Ramon, CA+ Altura Wealth Advisors Inc. $250.1M · Santa Clara, CA+ Tidecrest Wealth Management, LLC $249.7M · Newport Beach, CA
San Diego, CA
Santa Barbara, CA
San Rafael, CA
Assets under management$263.3M$278M$278.1M
Asset growth, last 2 years+77%–+22%
Advisory staff242
Individual clients678183150
Assets per client$388K$1.5M$1.9M
Clients per advisor3394675
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202120242012 or earlier
Tools in their stack242
People on Advicer.bio442

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

1 tool 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 FinancialSpectrum Financial Management
Custodial Platform
Charles SchwabUses itUses itUses it
Wealthscape (Fidelity)–Uses it–
Client File Sharing
ShareFile––Uses it
Digital Marketing
FMG (FMG Suite)–Uses it–
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Chokshi & Queen Wealth Advisors: Schwab · Foronjy Financial: LPL Financial, Fidelity · Spectrum Financial Management: Schwab